Use keyboard shortcuts to quickly access sections of your portal. These shortcuts apply to both Windows PC and Mac devices. Text Snippets can also be used in the mobile app.
| Action | Keyboard Shortcut |
| Open My Clients | Control + Shift + C |
| Open My Calendar | Control + Shift + S |
| Open My Bookings | Control + Shift + A |
| Open Billing & Payments | Control + Shift + B |
| Open Reports | Control + Shift + R |
| Open Documents | Control + Shift + D |
| Open Help | Control + Shift + H |
| Open Chat Messenger | Control + Shift + M |
| Open Notifications | Control + Shift + / |
| Open Settings & Preferences | Control + Shift + P |
| Open Global Search | Control + Shift + F |
| Open a Client Hub | Control + Shift + Z |
| Add a Bookmark |
Control + Shift + \ |
| Add a Text Snippet | { + { |
Global Search
Use the global search feature to quickly find clients in your portal. Select the search icon in the top-right corner of your portal or use the Control + Shift + F shortcut on your keyboard.
Start typing a name or email address to find your client:
- Click or tap on the entry to go to your client's Recent Activity page
- Click or tap on the Client Hub icon to open a new hub
- Click or tap on the More Options button to bring up a popup allowing you to jump to different sections of your client's file