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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
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Record Management Keyboard Shortcuts

Table 14-5 lists the keyboard shortcuts you can use when performing record management tasks in Siebel CRM.

Table 14-5 Record Management Keyboard Shortcuts

Action Keyboard Shortcut Context

Create a new record.

CTRL+N (CTRL+ALT+N in Google Chrome)

Note that if the list has a plus icon (+, for adding records) and a double plus icon (++, for creating new records), then CTRL+N opens an Add Record window from where you can do the following:

  • Select a record to add to the list.

  • Click the plus (+) icon, provided the Add Record window has a plus icon, or click CTRL+N to create a new record.

Note that CTRL+N is not available in Google Chrome, so use CTRL+ALT+N instead.

List, form

Create a new record using a Quick Fill template.

CTRL+K

Form

Create a new record using the last used Quick Fill template.

CTRL+J

Form

Apply a Quick Fill template to a record.

CTRL+Q

Form

Copy a record.

CTRL+B

Record

Save a record.

CTRL+SHIFT+S

CTRL+S (If you use this shortcut to save a record that has an invalid value in a field, then the Save As dialog box appears in error.)

List, form

Delete a record.

CTRL+D

Note that CTRL+D is not available in Mozilla Firefox, so it is recommended that you alter this shortcut accordingly. CTRL+ALT+D is the recommended option on Mozilla Firefox.

Record

Undo a record.

ESC

Record

Select all records.

CTRL+ALT+A (This applies when each record appears with a check box.)

CTRL+A

List