- Use “t” to autofill today’s date in date fields.
- Use “y” to autofill the previous day’s date.
- Press “Shift + t” to autofill the following day’s date.
- Type “m” to autofill the last day of the current month.
- Use “Alt + g” (Windows) or “Option + g” (Mac) to access the global search bar.
- Use shortcuts like “cus:” for customer, “con^” for contact, “inv^” for invoice, or “emp:” for employee in the search bar.
- Enclose search terms in quotation marks for exact matches.
- Add “%” at the end of a search term to find records starting with those letters.
- Surround a number with “%” to find records containing that number.
- Use “_” between numbers for customer numbers starting and ending with those numerals.