Quick Tips & Shortcuts
Work faster with these time-saving tips
Keyboard Shortcuts
Navigation
| Ctrl + A | Go to Agreements |
| Ctrl + C | Go to Clients |
| Ctrl + R | Go to Reports |
| Ctrl + H | Go to Help |
| Esc | Close modal/cancel |
Actions
| Ctrl + N | New Agreement |
| Ctrl + P | Print Current Page |
| Ctrl + E | Export to Excel |
| Ctrl + F | Search/Filter |
| Ctrl + S | Save Form |
Editing
| Tab | Next field |
| Shift + Tab | Previous field |
| Enter | Submit form/next |
| Ctrl + Z | Undo last action |
Time-Saving Tips
Use templates for common agreement types
Set up auto-reminders for upcoming payments
Export reports regularly for backup
Use the client search to quickly find records
Take advantage of bulk actions for multiple items
Customize dashboard to show most used reports
Productivity Boost
40%
Faster data entry
60%
Reduced errors
50%
Time saved on reports
Best Practices
Regular Backups
Export your data weekly to prevent data loss.
Set Reminders
Use the reminder system for upcoming payments.
Review Reports
Check financial reports monthly for insights.