Shortcut Keys (Back Office)

Overview

There are various keyboard functions that can be used to navigate in Connect Back Office. The keyboard functions include shortcut keys, function keys, keyboard keys, and arrow keys.

Some keyboard functions perform the same action. For example, to open a selection list, you can use the shortcut keys [Alt]+[↓] or the function key [F4]. Each method is defined in the following sections on this page:

Shortcut Keys
Function Keys
Arrow Keys

There are additional keyboard shortcuts available on different pages within the Connect applications which are only applicable to those specific pages. Those shortcuts are defined with that page's field definitions.

The shortcuts defined in this Shortcut Keys topic are generic and available on multiple pages and tabs across the application. They are not specific to any particular page or tab.

Shortcut Keys

Shortcut keys are a combination of keystrokes used to perform a particular action. Shortcut keys are assigned to menu commands and command buttons as a means of navigating to these functions using the keyboard instead of the mouse.

The designated shortcut key is identified as an underlined letter in the name of the menu command or command button. Use the designated letter with the [Alt] key to perform a function. For example:

Shortcut key for File menu is F, so press [Alt] and then [F]
Shortcut keys for New Person are N and R, which implies pressing [Alt] and [F], then [N], and then [R]

For quicker data entry, using shortcut keys is the preferred method.

The following commands are common elements or activities found on most pages:

Shortcut Keys	Description
[Alt]+[F]	Opens the File menu.
[Alt]+[F4]	Closes the Connect program.
[Alt]+[H]	Opens the Help menu.
[Alt]+[M]	Opens the Manage menu.
[Alt]+[spacebar]	Opens the shortcut menu where you can maximize [Alt]+[X], minimize [Alt]+[N], and close [Alt]+[C] the window.
[Alt]+[↓]	Opens a selection list.
[Alt]+[←]	Moves backward between menus and tabs.
[Alt]+[→]	Moves forward between menus and tabs.
[Ctrl]+[A]	Selects a line of text.
[Ctrl]+[Page Down]	Moves to the next tab.
[Ctrl]+[Page Up]	Moves to the previous tab.
[Ctrl]+[Tab]	Moves to the next active button on a page or tab.
[Ctrl]+[Shift]+[Tab]	Moves to the previous active button on a page or tab.
[Tab]	Moves to the next cell/field that allows data input.
[Shift]+[Tab]	Moves to the previous cell/field that allows data input.
[Alt]+[S]	Saves all entries, then closes the page.
[Alt]+[V]	Saves all entries, then opens up a new item page (case, payment, etc.).
[Alt]+[A]	Applies all entries and saves them without closing the page.
[Alt]+[C]	Closes the page. If any changes are detected, a message prompting you to save, discard or cancel will appear. Click the appropriate option to close the message: Save - saves the changes made Discard - closes the page without saving the changes made Cancel - closes the message window and returns to the page
[Alt]+[C]	Closes a pop-up window without saving changes.
[Alt]+[O]	Saves changes to a pop-up window, then closes it.
[CTRL]+[SHIFT]+[X]	Exports any grid in the Connect platform as an Excel file.
[CTRL]+[SHIFT]+[C]	Exports any grid in the Connect platform as a CSV file.

Function Keys

Function keys utilize the F keys along the top of the keyboard.

The following commands are available in Connect applications:

Function Keys	Description
F1	Opens the applicable Help doc (if available) for the selected page/tab/window. For example, if the Accounts page is selected (click inside the Accounts page), pressing the [F1] key opens a Help web browser page titled, "Accounts Page."
F4	Opens a selection list.
F5	Refreshes search results in several tables (Charge/Payment Batches, Collections, etc.). This allows you to run a search, modify search result items in such a way that it no longer meets the last search criteria, refresh, and omit the modified item from the refreshed search results.
F12	Opens the Print window (for taking screen shots).

Arrow Keys

Use the arrow keys, which is a collective term for the Up, Down, Left, and Right arrow keys, to move in the direction of the key. These keys are used to navigate between tabs and expand selection lists.

Arrow Key	Description
[↑]	Move up to the previous item in a list. On a menu, moves to the previous menu command. In a selection list, moves to the previous item in the selection list. In a table, moves to the previous row.
[↓]	Moves down to the next item in a list. On a menu, moves to the next menu command. In a selection list, moves to the next item in the selection list. In a table, moves to the next row.
[←]	Moves left to the previous element.
[→]	Moves right to the next element.

Other

To find an open Connect application window using Microsoft Windows' "Aero Flip 3-D" function, use [Windows Icon Key] + [Tab].

To enter the current date, type T in any date field. The field is automatically populated with the current date.

Shortcut Keys for Calendars

These commands apply to all Calendars in Connect:

Button	Shortcut Keys	Description
Today	[Alt]+[T]	Fills the date field with Today's date.
None	[Alt]+[N]	Clears the selected date field.

To Always Display Shortcut Keys Underlined:

Windows Vista / Windows 7:

Start → Control Panel → Ease of Access Center → Make the keyboard easier to use → select the Underline keyboard shortcuts and access keys checkbox → click OK.

Windows XP:

Start → Control Panel → Display Properties → Appearance tab → click Effects → uncheck the Hide underlined letters for keyboard navigation until I press the Alt key checkbox → click OK.

Windows 10:

Start → Settings → click Ease of Access → select Keyboard from the left panel → under Change how keyboard shortcuts work, turn On Underline access keys when available.

Page tree

Overview

Shortcut Keys

Shortcut Keys

Description

Function Keys

Function Keys

Description

Arrow Keys

Other

Shortcut Keys for Calendars

To Always Display Shortcut Keys Underlined:

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