Use quick commands and keyboard shortcuts (hot keys) in Borealis

If you like keyboard shortcuts, you'll be pleased to know that Borealis includes a series of quick input commands. These allow users to perform many actions in the user interface using predefined shortcut keys, which are based on the operating system being used.

 

Using quick commands and keyboard shortcuts in Borealis can help you to: 

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

 

To run quick commands and keyboard shortcuts in Borealis, simply press and hold the corresponding shortcut keys one after the other, according to the operating system that is shown in the tables below:

 

General shortcut keys

Operation

Shortcut keys

Microsoft Windows

macOS

Toggle between ‘Save’ and ‘Save and view’ buttons 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 any data form

Double click on the form using the computer mouse

Open the ‘Create’ menu

Shift + C

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 the current record

X

Delete the current record

Del

Focus on Home

Ctrl + Alt + H

^ + ⌥ + H

Access to 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

 

You can also review the available shortcut keys for any type of record in Borealis by clicking the ‘Actions’ button. Shortcut keys for the different options are shown to the right of the commands in grey text, as illustrated in the following figure:

Action_Menu__pic.png

 

For more information about the Borealis user interface, please refer to the Help Center documentation for: tips and tricks to navigate screen options, recent interface improvements, and the interface frequently asked questions (FAQ) section.

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