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Fast Tip Friday: Creating a Keyboard Shortcut #SageACT

by bwhalen_sage on ‎06-29-2012 08:53 AM (6,494 Views)

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Sage ACT! is loaded with time saving features that increase your productivity. You can even tailor it to the way you work by adding custom menu items, or keyboard shortcuts as you’ll learn in this week’s tip!

 

Creating a Keyboard Shortcut

 

1. On the Tools menu, point to Customize. Click Menus and Toolbars.

 

2. In the Customize Menus and Toolbars dialog box, click the Keyboard tab.

 

 

3. To add or remove a shortcut key, in the Categories list, select the name of the menu.

 

4. In the Commands list, select a command, or to assign or remove a shortcut key to a command that you created, select Custom Command in this list.

 

For example, to assign a keyboard shortcut to display the Lookup > Phone dialog, select “&Lookup” from the Categories list, and “&Phone” in the Commands list. If a shortcut exists for a selected command, it will display in the Assigned shortcuts column of this list.

 

5. Next, click Assign Shortcut.

 

 

6. In the Assign Shortcut dialog box, press the key combination to assign to the command. If a command is already assigned the shortcut key combination you pressed, it appears in the Shortcut key currently assigned to list. If you do not want to override the current assignment, press another key combination. Using CTRL + ALT + a letter typically works well.

 

7. To save the assigned shortcut key, click OK.

 

8. Click Close and test your new shortcut!

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