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Product updates: Keyboard shortcuts and collapsible attached items sections

Written by Tyler King

I've got two great new improvements to announce today! Here they are...

Keyboard shortcuts

If you're the type of person that prefers to keep your hands on the keyboard as much as possible, we just added the ability to navigate around the CRM, create new records, open and close pop-up screens, and even move around in the calendar, all with just the keyboard. Watch the video above for more info, or hit ctrl+k (or cmd+k if you're on a Mac) in the CRM to learn more!

Collapsible attached items sections

Contact records in the CRM have an "attached items" section at the top showing all the key things related to that contact. This is a great way to get a snapshot of your relationship with a contact, but over time, it can end up getting a bit cluttered. That's why we just added the ability to collapse those sections so that they don't take up much space. All you need to do to see what's contained within a section is move your mouse over it and all of the details will appear.

Posted on Sep 29, 2020
Filed under Product Updates
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