May 8, 2023

EspoCRM Shortcut Keys: Improve Efficiency and Save Time

EspoCRM offers a variety of shortcut keys to help users navigate the platform more efficiently. These shortcuts can save time, improve productivity, and increase user satisfaction. Here are the shortcut keys available in EspoCRM as of version 7.2:

Record List:

Record list shortcuts are designed to streamline your workflow when working with large amounts of data. These shortcuts make it easy to apply filters, create new records, navigate through filters, and more, all without ever having to leave the list view.

  • Ctrl + Enter – Apply search filter
  • Ctrl + Space – Create new record
  • Ctrl + / – Focus on search bar – works only for search bar inside entity, not global search
  • Ctrl + < – Previous primary filter
  • Ctrl + > – Next primary filter
  • Ctrl + Middle-Click – Quick view (when applied on a record link)

Record Detail:

Record detail shortcuts are perfect for power users who need to access and manipulate data quickly and efficiently. Whether you need to switch between tabs, move between records, or edit details, these shortcuts make it easy to stay focused and productive.

  • Ctrl + Space – Switch to edit
  • Ctrl + \ – Switch through tabs
  • Ctrl + Arrow Left – Previous record
  • Ctrl + Arrow Right – Next record

Record Edit:

Record edit shortcuts are a lifesaver when it comes to creating or updating records. With just a few keystrokes, you can save, cancel, or continue editing your records without ever having to take your hands off the keyboard.

  • Ctrl + Enter – Save record and exit edit mode – this will show you saved record
  • Esc – Cancel modification of record
  • Ctrl + S – Save entered changes and continue editing. Great feature when you want to save while writing longer text.
  • Ctrl + Alt + Enter – Save current record and create new (from create view)

Calendar:

Calendar shortcuts are designed to help you manage your schedule and stay organized. Whether you need to navigate through different date ranges, zoom in or out of your timeline, or create new events, these shortcuts make it easy to stay on top of your schedule.

  • Arrow Left – Previous range
  • Arrow Right – Next range
  • Home – Move to today
  • Minus – Zoom out (timeline)
  • Plus – Zoom in (timeline)
  • 1..6 – Switch between view modes, refresh if the current mode
  • Ctrl + Space – Create event

Image Preview:

Image preview shortcuts are a great way to quickly switch between images without ever having to leave the preview window. With just a few keystrokes, you can easily move between images and make any necessary changes.

  • Arrow Left – Previous image
  • Arrow Right – Next image

Emails:

Emails shortcuts are a new addition to EspoCRM from version 7.3. These shortcuts make it easy to manage your email inbox, move messages to trash, mark emails as important or not-important, and more. Whether you’re working with a single message or an entire thread, these shortcuts can help you stay productive and focused.

  • Ctrl + Delete – Move selected emails to trash
  • Ctrl + I – Mark selected emails as important or not-important
  • Ctrl + M – Move selected emails to a folder

By using these shortcuts, users can streamline their workflow and save valuable time. So, start utilizing these shortcut keys to enhance your experience with EspoCRM.

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