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Assign Hot Keys

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Steven McLean Posted: Wed, Dec 9 2009 6:17 PM

Is it possible to assign hot keys for UDR's

 

Steven McLean

Cook & Company

Steven@cookandcompany.ca

Steven McLean

Cook & Company - Barristers and Solicitors

Brampton, ON

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Steven,

There are many ways to use User Defined Records and various places to implement Hotkeys. I am guessing that, for example, you want to put a Marketing tab on your Contact Form. When you press a hotkey with a Contact open, you are taken to the Marketing tab. There you see a list of Marketing records.

Yes, you can assign a hotkey to the tab for this Marketing UDR.

Main Menu | File | Setup | Templates | Form Tabs
Select Contact
Edit the Tab Label for your Marketing UDR. Put an & in front of the "a":  M&arketing.
(The Marketing tab has been defined to point to the Marketing UDR you created earlier.)

In any Contact using a Form Style with this Form Tab, press Alt-a to be taken to the Marketing tab.

If you had something else in mind, let us know.

Wells Anderson, JD, CIC / Moderator
800.575.0007 - Edina, MN - © 2012
www.activepractice.com
Free Time Matters Webinars monthly on the second Friday

Top 150 Contributor
Posts 16

What I was looking for was more the CTRL + SHIFT + whatever to activate to form from anywhere in the application.

 

Steven McLean

Cook & Company

Steven McLean

Cook & Company - Barristers and Solicitors

Brampton, ON

Top 150 Contributor
Posts 16

Actually I was wanting to merge from the matter form, with access to contacts, custom form and the UDR records?

 

Steven McLean

Cook & Company

Steven McLean

Cook & Company - Barristers and Solicitors

Brampton, ON

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Liam Ross replied on Tue, Dec 29 2009 2:36 PM

Not exactly what you are looking for, but you can create links from the powerview

a href="tm:ADD;TYPE=M;INHERIT={CON:SYSID}"

(This adds an email related to the contact. Not sure what letter it would be for a UDR; change CON to MAT to relate it to the matter.)

Liam Ross, President

Chimbly Consultants LLC, and Illinois LLC

1622 W Colonial Pkwy, Ste 201

Inverness, IL 60067

Liam@Chimbly.com

>>Serving Chicago's and Greater Chicagoland's Technology and Time Matters needs.

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Steven, I am still not clear about what you want to do. But perhaps this does it.

Say, for example, you wanted a User Defined Record called Marketing. It might serve as a link between Clients and Marketing Campaign Matters. You could track who attended seminars or received certain White Papers and how each person responded. And you wouldn't have to use up all the fields in your Contact form to do it. Plus by opening a Marketing Campaign Matter, you could easily see a list of Contacts linked to it.

And as for Hotkeys, how about the Insert (Ins) key?

Here is a sketch of the approach:

  • Create a UDR called Marketing from Main Menu | File | Setup | General | Program Level | Lists | User-Defined
  • Customize the UDR in File | Setup | Templates | Form Styles, using Field Matching when customizing the Client and/or Matter and/or other fields
  • Create a Marketing Form Tab for the Contact and/or Matter Forms  - File | Setup | Templates | Form Tabs
  • Customize the Contact and/or Matter Form Styles to include the Marketing Form Tab
    File | Setup | Templates | Form Styles | Contact | choose a Form Style or the Default Form Style | Edit | Customize Tab

Whew! Now you can open a Contact, click on the Marketing tab in the Contact record, and press the Ins key to add a Marketing record. It will automatically inherit the Contact name in the Contact/Client field. Linked (matched) fields will fill in as well.

But of course you probably have some other purpose in mind. Hopefully these techniques can illuminate your path to some degree.

Wells Anderson, JD, CIC / Moderator
800.575.0007 - Edina, MN - © 2012
www.activepractice.com
Free Time Matters Webinars monthly on the second Friday

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Hi Wells, I was thinking more of a SHIFT + CTRL +" whatever" to opening the marketing form?

 

Steven McLean

Cook & Company

Steven McLean

Cook & Company - Barristers and Solicitors

Brampton, ON

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No, there is no shortcut key combination.

Look under File/New Record and you will see no shortcut (Ctrl+Shft+letter) for User Defined records.  Try editing your toolbar menu and add an ' Add Record ' icon to the toolbar.   You might also be able to use a third party macro program to create you own hot ket to run a set of keystrokes or mouse clicks.

 

 

Tom Caffrey, CIC (Moderator)
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Tom C has great suggestions.

Aside from the fact that you need to do a fair amount of one-time setup, my suggestion allows you to add a UDR by clicking a Tab and pressing the Ins key (or clicking the Add button - never have to leave the mouse). That is pretty quick.

This approach also lets you actually see on a tab all the USRs that are linked to the record you are on. That is powerful!

Wells Anderson, JD, CIC / Moderator
800.575.0007 - Edina, MN - © 2012
www.activepractice.com
Free Time Matters Webinars monthly on the second Friday

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