Quick commands and keyboard shortcuts (hot keys) in Borealis

You can use keyboard shortcuts to enhance your productivity and efficiency when working with Borealis. This lets you perform actions quickly, efficiently, and with minimum hand movement. 

The shortcut key combinations differ based on your operating system.

Generally, you can use quick commands and keyboard shortcuts in Borealis to: 

  • Quickly select or modify on-screen information
  • Access alternate button options in the Borealis interface

To use quick commands and keyboard shortcuts in Borealis, press and hold the corresponding shortcut keys one after the other.

Shortcut Key Combination Tables

General shortcut keys

Operation

Shortcut keys

PC

macOS

Save changes

Ctrl + Enter

^ + Enter

Toggle between the buttons Save and Save and view in forms

Alt

Select multiple values

Hold Ctrl and select the values using the computer mouse

Hold ⌘ and select the values using the computer mouse

Edit a data form

Double click on the form using the computer mouse

Open the Create menu

Shift + C

Open the Search menu

Ctrl + Shift + F

^ + Shift + F

Create a new Communication

Ctrl + Alt + C

^ + ⌥ + C

Create a new Individual

Ctrl + Alt + I

^ + ⌥ + I

Create a new Organization

Ctrl + Alt + O

^ + ⌥ + O

Create a new Task

Ctrl + Alt + T

^ + ⌥ + T

Add a new comment to current record

M

Add a new Task to current record

T

Deactivate current record

X

Delete current record

Del

Focus on Home

Ctrl + Alt + H

^ + ⌥ + H

Access the User profile

Ctrl + Alt + P

^ + ⌥ + P

Focus on the record menu

Ctrl + Alt + M

^ + ⌥ + M

Focus on the record header

Ctrl + Alt + B

^ + ⌥ + B

 

Stakeholder shortcut keys

Operation

Shortcut keys

Microsoft Windows

macOS

Check for potential duplicates for the current individual or organization

D

Archive the assessment for the current individual, organization, or household

Shift + A

Link current stakeholder (individual or organization) to a communication

L

Add a new communication
to the current individual
or organization

C

Export vCard for the current individual or organization

E

 

Communication shortcut keys

Operation

Shortcut keys

Microsoft Windows

macOS

Copy participants of current communication

Shift + P

 

View Available Shortcuts for a Record in Borealis

You can also view available shortcut keys for any type of record in Borealis from the Actions button. Shortcut keys for the different options will be shown to the right of the menu option in grey text.

Action_Menu__pic.png

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request