AdvisorEngine CRM contains a number of helpful keyboard shortcuts to aid in efficiency. These are available for the Quick Create feature and also when editing the Action Notes field of an Action.

Quick Create Shortcuts

From anywhere in the software that you can see the +Create button, use the following shortcuts on your keyboard to begin adding the selected option. Use ALT on PC and OPT on Mac.

• ALT/OPT+W: Open the Workflow chooser.
• SHIFT+ALT/OPT+W: Start a new Blank Workflow.
• ALT/OPT+R: Start a new Record.
• ALT/OPT+O: Start a new Opportunity.

Action Notes Shortcuts

When editing the Notes of an Action, use the following shortcuts on your keyboard as needed. Use CTRL on PC and COMMAND on Mac.

• CTRL/COMMAND+B: Bold.
• CTRL/COMMAND+I: Italic.
• CTRL/COMMAND+U: Underline.
• CTRL/COMMAND+A: Select All.
• CTRL/COMMAND+Y: Redo.
• CTRL/COMMAND+Z: Undo.
• CTRL/COMMAND+J: Insert timestamp with User initials.