General Tips & Tricks

Use either uppercase or lowercase letters consistently.
If using uppercase letters is preferred, consider selecting the Force all typing to Uppercase option from the Preferences > General tab.
Do not use special characters other than letters A through Z, and numbers 0 through 9. Spaces are allowed.
Use 10-digits for telephone numbers.
Do not use dashes between values.
Unless otherwise specified, use positive, whole numbers.

Keyboard Tips
Press [Tab] to advance from option to option or field to field. Press [Enter] to accept data input. However, pressing [Enter] does not save the data. The Apply or Save button must be clicked to permanently save data. Utilize arrow keys [↓] or [↑] to scroll through a list. Utilize arrow keys [→] or [←] to scroll through tabs.

→ To review a list of other helpful keyboard shortcuts, see the topic: Shortcut Keys

Function Keys
F1 - Open Help Press [F1] to access the online help associated with your current page, tab, or window location in Connect.
F12 - Take Screenshot Press [F12] to take a screenshot of the currently displayed page/window.

Exporting Data
Pressing [CTRL]+[SHIFT]+[X] exports any grid in the Connect platform as an Excel file.
Pressing [CTRL]+[SHIFT]+[C] exports any grid in the Connect platform as a CSV file.

Closing Multiple Tabs
If you have multiple tabs open at the top of your Connect screen, right-click on any one of the open tabs and select an option to quickly close the selected option:

Date Entry
In any date field, type T to quickly enter the current day's date.
In any calendar field, press [Alt]+[T] to populate the field with the current day's date.
In any calendar field, press [Alt]+[N] to populate the clear any date information from the field.

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