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Mouse & Keyboard Controls

Tour - Wife.png

ICON

KEY

MEANING

NOTES

Open Door

ESC

Exit

Leave current screen

Signpost

F2

Options

Display options for current screen

Starburst

F3

New

Clear current record ready to start new one

Bin

F4

Delete

Delete current record, or undo last action

Floppy disk

Ctrl+S

Save

Save record (not required - done automatically)

Start

F5

First record

Find first record

Previous

F7

Previous record

Find previous record

Binoculars

F9

Find closest

Find closest matching record

Next

F8

Next record

Find next record

Last

F6

Last record

Find last record

Spectacles

F12

Change view

Switch from flat to scrolling view

Notes

ALT+G N

Go to notes

Display client or policy notes

Stop watch

 

Fee timer

A second fee timer may be run from the Diary

Policies

F11

Policies

Display policies of current client

Word

ALT+G V

Document viewer

View documents & images for current client

Diary

ALT+G D

Diary

Display diary for current user

Money

ALT+F A

Accounts

Go to accounts files, or reconcile an account

Calculator

ALT+G F

Financial planners

Go to financial planners menu

Left curve

PgUp

Previous screen

Previous screen of a sequence (e.g. in fact find)

Right curve

PgDn

Next screen

Next screen of a sequence (e.g. in fact find)

Email

 

Email

Start default email program with current address

Burning house

ALT+F C

Claims

Display claims for the current client

Zig-zag

 

Insurer link

Uplink current quote or policy to Insurer

W in speech bubble

 

Webline

Link to Webline for life quotes

Question

F1

Help

Go to help system 

 

SPECIAL BUTTONS

 

 “=” Button 

Provides default value for field (e.g. today’s date, increment review year, etc)

“>” Button 

Go to linked record (e.g. from husband to wife)

Red colour 

If a “>” button is red it will take you to the connected record

 

If a “Left curve” button is red it will return you to the connected record

  

SPECIAL KEYS

 

TAB 

Move to the next button or field

SHIFT+TAB 

Move to the previous button or field

ENTER 

Activate the current button, or select currently highlighted record

ALT+Down 

Display contents of a drop-down menu