Recently, I polled a few consultants in the office to find out what their favorite SageCRM and Sage ERP Accpac (soon to be called Sage 300) shortcuts are that they use every day. Part of my reasoning was to find out what I was missing (can't help myself!), but the other part was so I could share their tips with you. All of us at BTerrell Group enjoy finding faster ways to do tedious processes, and we love sharing those automations and shortcuts with our clients to help eliminate bottlenecks everywhere we can. Here are a few of our consultants' favorite shortcuts:
From any screen in SageCRM (*when using Internet Explorer only), click the button on the top left corner that reads "Recent." From there, you can select a case, opportunity, company, lead, order, person, or quote that you recently viewed instead of searching for that information again. This is a real time-saver when you jump back and forth between records.
Instead of moving your mouse and hovering over the >> button, you can simply click the F8 button. This is a great tool for those of use who tab through fields in Sage Accpac instead of using our mouse!
Another non-mouse shortcut in Sage Accpac is to press the + key while in a numeric field. This action opens the Accpac calculator.
What are your favorite shortcuts in SageCRM and Sage ERP Accpac?