Keyboard Shortcuts & Tips
Navigation Shortcuts
| Shortcut | Action |
|---|---|
/ | Focus search bar |
Esc | Close modal / sidebar / popup |
Enter | Confirm action / Submit form |
List View Tips
Quick Selection
- Click checkbox to select individual records
- Click header checkbox to select all on current page
- Hold Shift + Click to select a range
Column Management
- Click column header to sort
- Click again to reverse sort direction
- Use "Manage Columns" button to show/hide columns
- Drag columns to reorder (where supported)
Pagination
- Use the records-per-page dropdown (10, 25, 50, 100)
- Arrow buttons for next/previous page
- Page number shows current position
Form Tips
Required Fields
- Marked with a red asterisk (*)
- Form won't submit until all required fields are filled
- Error message shows which fields are missing
Auto-Save
- Most forms do NOT auto-save — always click Save/Submit
- Draft invoices/quotes are saved when you click Save as Draft
Inline Editing
On detail pages (View Lead, View Contact):
- Click on a field value to edit it inline
- Press Enter to save, Esc to cancel
- Changes save immediately
Search Tips
Global Search
- Search across: Name, Email, Phone, Company
- Results show entity type (Lead, Contact, Deal)
- Click a result to navigate directly
Filter Search
- In the filter sidebar, search to narrow filter options
- Type partial text to find matching quick filters
- Combine multiple filters with AND logic
Productivity Tips
Bulk Operations
- Select multiple records
- Click "Actions" dropdown
- Choose: Transfer, Update, Delete, Email, Export
Quick Create
- The + New button in the header creates records quickly
- Pre-fills context (e.g., creating a deal from a contact)
- Keyboard: Some views support quick add via Enter in the last row
Duplicate Records
- Copy an existing record with "Duplicate" action
- Useful for similar leads/products
- All fields copy except unique identifiers
Column Visibility
- Right-click column header → Show/Hide columns
- Or use the columns icon in the toolbar
- Settings persist per user per page
Browser Tips
Performance
- Keep browser updated to latest version
- Clear cache if experiencing issues (Ctrl+Shift+Delete)
- Avoid running too many tabs simultaneously
- Bookmark frequently used pages
Notifications
- Allow browser notifications for real-time alerts
- Enable desktop notifications in browser settings
- Check notification preferences in your Profile
Offline Behavior
- ZenTraq requires an internet connection
- If connection drops, save your work and refresh when reconnected
- Unsaved form data will be lost if the page refreshes