Home → Campaign Manager → Getting Started → Moving Around and Keyboard Shortcuts
Moving Around in Campaign Manager
Campaign Manager is based on standard Internet technology, so you will find many aspects of the system interface familiar. However, you should note a few general guidelines that will help you use your database more effectively.
Saving!
Anything you enter must be saved before you leave the data entry page or close your browser window. Always click the Add button or the Save Changes button before moving on to another task. If this is not done, the changes will be lost.
Not Using the Browser Navigation Buttons
We strongly encourage you to use the controls built into the database, instead of using your web browser's navigation tools. Using the browser's back button, for example, can lead to viewing outdated information.
Campaign Manager Keyboard Shortcuts
To make your data entry easier, we've built in keyboard shortcuts. All keyboard shortcuts are enacted by pressing the Alt key and a "hot" key. Please note that Internet Explorer does not fully support the use of hotkeys. Throughout the system, the banner at the bottom of the page has a link on the far right that lists all shortcuts available for that page. You can also access the list of shortcuts available on that page by pressing Alt-H. Pressing the appropriate key combination listed in the pop up table will take you to the desired task. The following is an overview of where you will find these shortcuts and how they integrate into the system.
Global Hotkeys:
Use these key combinations on any page to quickly take you to the corresponding locations:
Alt Key I Individual Add/Search
Alt Key O Organization Add/Search
Alt Key Q Custom Reports
Alt Key S Standard Reports
Alt Key R Financial Register
Alt Key Z Deposits
The quick search field at the top of every page also has 2 global hotkeys:
Left/Right arrow Switch between individual and organization search
Alt Key 1 through 5 Go to one of the five records listed in the quick search results
Entity Search Page Hotkeys:
Use these key combinations from the contacts tab to perform the corresponding action :
Alt Key 1 through 9 Go to one of the first nine records listed in the search results
Alt Key A Add a new contact
Entity Page Hotkeys:
Use these key combinations from individual or organization records to perform the corresponding action:
Alt Key A Add a new address
Alt Key P Add a new phone number
Alt Key L Add a new email address
Alt Key K View transactions
Alt Key C Add a new contribution
Alt Key X Add a new expense
Alt Key N Add a new in-kind
Alt Key V Save record/transaction
Alt Key / Process credit card
Financial Register Hotkeys:
Use these key combinations from the register tab to perform the corresponding action:
Alt Key C Add a new contribution
Alt Key X Add a new expense
Alt Key N Add a new in-kind
Alt Key V Save
Alt Key F Save/Next
Alt Key / Process credit card
Alt Key P View entity profile for the active transaction