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 |
|
|
PC |
macOS |
|
|
Save the changes |
Ctrl + Enter |
^ + Enter |
|
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 |
|
|
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 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 |
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:
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.