Keyboard Shortcuts
This topic contains a list of commonly used keyboard shortcuts that can increase efficiency and productivity.
Keyboard Shortcuts from the HawkSoft Desktop App
| FUNCTION | KEYSTROKE | Available From |
|---|---|---|
| Action Menu | ENTER |
Client/Policy |
| Search |
F2 OR CTRL + O |
Start Page Client/Policy |
| Help | F1 |
Start Page Client/Policy |
| Refresh Client | F5 | Client/Policy |
| Insert New Customer | CTRL + INSERT |
Start Page Client/Policy |
| Insert New Policy | CTRL + SHIFT + INSERT | Client/Policy |
| Next/Previous Policy Tab | TAB OR SHIFT + TAB |
Client/Policy |
| Next/Previous Client |
CTRL + TAB OR CTRL + SHIFT + TAB |
Start Page Client/Policy |
| Next/Previous Policy Detail Tabs | LEFT/RIGHT ARROW | Client/Policy |
| Task Center | F3 |
Start Page Client/Policy |
| Open Log | F4 |
Policy Information tab Logs tab |
| Start Quick Log | CTRL + L |
Client/Policy |
| Create a New Task from a Log Note | ALT + S | Create/Finalize Log Log View |
| Create a Client Tag from a Log note | ALT + T |
Create/Finalize Log Log View |
|
Add a Log Template |
CTRL + L | Create/Finalize Log |
| Insert Selected Log Template(s) | CTRL + ENTER | Insert Log Templates |
| Finish Log | CTRL + ENTER |
Create/Finalize Log |
| Previous/Next Entry on a Client/Policy Tab (e.g. Next Log or Next Task) |
UP/DOWN ARROW | Client/Policy |
| Save Attachment | CTRL + ENTER |
Edit Attachment Properties |
| Zoom In / Zoom Out |
CTRL + SCROLL UP OR CTRL + SCROLL DOWN |
Start Page Client/Policy |
| Copy/Paste/Cut |
CTRL + C CTRL+ V CTRL + X |
Start Page Client/Policy |
| Open New Window/Instance of HawkSoft | CTRL + ALT + N |
Start Page Client/Policy |
| Open Website with HawkLink | CTRL + W |
Start Page Client/Policy |
| Open Client Drop-down | ALT + C OR ALT + F |
Start Page Client/Policy |
| Open Activities Drown-down | ALT + T |
Start Page Client/Policy |
| Open Policy Drop-down | ALT + P |
Client/Policy |
| Open Reports Drown-down | ALT + R |
Start Page Client/Policy |
| Open Accounting Drop-down | ALT + A |
Start Page Client/Policy |
| Open Commissions Drop-down | ALT + M |
Start Page Client/Policy |
| Open View Drop-down | ALT + V |
Start Page Client/Policy |
| Open My Texts | ALT + X |
Start Page Client/Policy |
| Open Setup Menu | ALT + S |
Start Page Client/Policy |
| Open Help Menu | ALT + H |
Start Page Client/Policy |
| Select All | CTRL + A |
Start Page Client/Policy |
| Action Menu | ENTER | Client/Policy |
| Insert New Customer | CTRL + INSERT |
Start Page Client/Policy |
| Insert New Policy | CTRL + SHIFT + INSERT | Client/Policy |
| Paste Text from Clipboard | SHIFT + INSERT | Client/Policy |
| Start Quick Log | CTRL + L | Client/Policy |
| Open IVANS Appetite | CTRL + M |
Start Page Client/Policy |
| CTRL + P | Client/Policy | |
| ScratchPad | CTRL + S |
Start Page Client/Policy |
| My Texts | CTRL + T |
Start Page Client/Policy |
| Paste as Attachment | CTRL + ALT + V | Client/Policy |
| Open Website with HawkLink | CTRL + W |
Start Page Client/Policy |
| Undo | CTRL + Z |
Start Page Client/Policy |
| Reset Zoom to 100% | CTRL + 0 |
Start Page Client/Policy |
| Invoice | CTRL + 3 | Client/Policy |
| Payment | CTRL + 4 | Client/Policy |
| Accounting (Transaction List) | CTRL + 5 | Client/Policy |
| Close Window | CTRL + F4 |
Start Page Client/Policy |
| Close App | ALT + F4 |
Start Page Client/Policy |
| Next Pane/Tab | CTRL + F6 | Client/Policy |
| Previous Pane/Tab | CTRL + SHIFT + F6 | Client/Policy |
| Web Tools | F12 |
Start Page Client/Policy |
| Debug Setting | CTRL + F12 |
Start Page Client/Policy |
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