Navigating your system efficiently can significantly boost productivity and reduce repetitive tasks. In order to move through the platform faster, CoreBridge provides a range of keyboard shortcuts designed to streamline your workflow.
Table of Contents
Accessing the Keyboard Shortcut Menu
Selecting the ? on your keyboard by pressing shift and / will bring up a menu of action items.
Note: The shortcuts will not function when your cursor is inside of a text box or input field.
a. Search Field - You can narrow down the list of shortcuts to exactly what you are looking for by typing in the Search Field.
Note: See example below.
b. Global Navigation - These shortcuts can be applied anywhere in the system to quickly navigate to where you will be working.
c. Order Entry - These shortcuts make Order Entry faster and more intuitive.
d. Sales Module - These shortcuts help you move through the Sales Module more efficiently.
e. Exiting Shortcuts - To exit the shortcut menu, you can click on Close, Done, or press escape.
Example:
Global Navigation
These shortcuts help you navigate through the system and streamline your workflow.
a. Open Keyboard Shortcuts Help - This opens up the pop-up menu that lists each of the keyboard shortcuts. Being able to quickly find the shortcuts means you don't need to worry about memorizing them or searching for them.
b. Place Cursor in Global Search - The Global Search bar is located at the top of each screen and can help you quickly find anything in your system.
c. Close any Modal or Pop-up - Pressing escape will exit out of any Modal or Pop-up throughout the system.
d. Select/Deselect Item in Focus - While hovering over an item, pressing the space bar will either select the item or deselect it.
Note: If your cursor is not hovering over a selectable item, the screen will scroll down.
e. Go to Module: Sales - Quickly navigate to your Sales Module by pressing the letters g, m, and s.
f. Go to Module: Production - Quickly navigate to your Production Module by pressing the letters g, m, and p.
g. Go to Module: Accounting - Quickly navigate to your Accounting Module by pressing the letters g, m, and a.
h. Go to Module: Purchasing (Vendors) - Quickly navigate to your Purchasing Module, where Vendor information is located, by pressing the letters g, m, and v.
i. Go to Module: Reporting - Quickly navigate to your Reporting Module by pressing the letters g, m, and r.
j. Go to Module: Management - Quickly navigate to your Management Module by pressing the letters g, m, and m.
k. Go to Module: Ecommerce - Quickly navigate to your Ecommerce Module by pressing the letters g, m, and e.
Note: The Ecommerce Module is package based. For more information, please contact sales@corebridge.net.
l. Go to Module: Customer Portal - Quickly navigate to your Customer Portal Module by pressing the letters g, m, and c.
m. Go to Module: My Profile - Quickly navigate to your My Profile Module by pressing the letters g, m and t.
n. Go to Module: Settings - Quickly navigate to your Settings Module by pressing the letters g, m, and z.
o. All Boards in Current Module - Selecting the control button and the letter b will navigate you to the Boards Menu for whichever Module you are currently in.
Note: For more information on the CoreBridge system and navigation throughout, please see System Overview.
Order Entry
a. Add Line Item - Add a new Line Item to your Order by pressing the letters a and l.
Note: This brings up the Line Item Modal on whatever tab you had opened last.
b. Add Simple Line Item - Add a Simple Line Item to your Order by pressing the letters a and s.
c. Quick Product Tab Highlighted - Pressing the letters a then q brings up the Line Item Modal with the Quick Product Tab already selected.
d. Assembly Tab - Pressing the letter a twice will bring up the Line Item Modal on the Assembly Tab.
e. Favorites Tab - Pressing the letters a then f will bring up the Line Item Modal on the Favorites Tab.
f. Labor Tab - Pressing the letters a then b will bring up the Line Item Modal on the Labor Tab.
g. Material Tab - Pressing the letters a then m will bring up the Line Item Modal on the Material Tab.
Note: For more information on Orders, please see Orders Overview.
Sales Module
a. New Order - Pressing the letters n then o will take you directly to the page for entering in a New Order.
b. New Estimate - Pressing the letters n then e will take you directly to the page for entering in a New Estimate.
c. New Quick Price - Pressing the letters n then q will take you directly to the page for entering in a New Quick Price.
d. New Company - Pressing the letters n then c will take you directly to the page for entering in the information to create a New Company.
e. New Contact - Pressing the letters n then t will take you directly to the page for entering in the information to create a New Contact.
f. New Payment - Pressing the letters n then p will direct you to the page for entering a New Payment.
g. Company Search - Pressing the letters g then c will redirect you to Sales / Customers / Companies where you can search for a particular Company.
h. Contact Search - Pressing the letters g then t will redirect you to Sales / Customers / Contacts where you can search for a particular Contact.
i. Estimate Search - Pressing the letters g then e will redirect you to Sales / Estimates where you can search for a particular Estimate.
j. Order Search - Pressing the letters g then o will redirect you to Sales / Orders where you can search for a particular Order.
k. Payment Search - Pressing the letters g then p will redirect you to Sales / Payments where you can search for a particular Payment.
Note: For more information on these topics, please see Creating an Estimate/Order, Creating Companies, Creating Contacts, Quick Products Overview, Payment Methods.
