1. When inputting a date, type “t” in the box to autofill with today’s date.
2. Type “y” to autofill with the previous day’s date.
3. Press “Shift + t” to autofill with the following day’s date.
4. Type “m” to autofill with the final day of the current month.
5. To reach the global search bar, press “Alt + g” (Windows) or “Option + g” (Mac).
6. Enter the first three letters of several record types in the search bar with either a colon or carat to search specific record types, like cus: for customer, con^ for contact, inv^ for invoice or “emp:” for employee
7. Search only exact matches by putting the term in quotation marks, e.g. “Tech Services Corp.”
8. Add % at the end of a search term for everything that starts with those letters. For instance, tech% will pull up anything that starts with “tech.”
9. Put percentages around a numeral to pull up any records containing that number, as in %495%.
10. Put an underscore between numbers to pull up customer numbers starting and ending with those numerals. Cu: 4_5, for example, shows customer records 415, 425, 435, etc.