- When inputting a date, type “t” in the box to autofill with today’s date.
- Type “y” to autofill with the previous day’s date.
- Press “Shift + t” to autofill with the following day’s date.
- Type “m” to autofill with the final day of the current month.
- To reach the global search bar, press “Alt + g” (Windows) or “Option + g” (Mac).
- 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
- Search only exact matches by putting the term in quotation marks, e.g. “Tech Services Corp.”
- 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.”
- Put percentages around a numeral to pull up any records containing that number, as in %495%.
- 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.
- To search up to three terms simultaneously, use “OR” (use capital letters) between the terms. Te% OR Tech% OR Techno% would turn up records with any of those prefixes.
- To see your 12 most recently viewed records, hover over the circular arrow in the top-left corner. Click on the record to open it or hover over it and click edit to change the record.