To move from field to field, use the Tab key.
To use keystrokes to navigate the menu bar and tabs on a record, press the Alt key and the key for the underlined letter in the selected option. For example, to open the File menu, press Alt+F. Some keystroke examples are listed below:
|Keystroke||Option on Menu Bar|
|Alt+N||Opens Vendor Options|
|Alt+B||Selects the Attributes tab|
|Alt+G||Selects the GL Distribution tab|
|Alt+F+N+O||Create a new Organization record (The Raiser's Edge)|
The same principle applies to the other options on the menu bar. After selecting the File menu (using Alt+F), select one of the options by pressing Shift and the key for the underlined in the option. For example, to create a new file, press Shift+N. Some keystroke examples are listed below:
|Keystroke||Option in File Menu|
|Shift+N||Create a New Item|
|Shift+O||Open an Item|
|Shift+D||Delete an Item|
|Shift+S||Save an Item|
|Shift+C||Close an Item|
|Shift+E||Export to Excel|
|Shift+T||Exit and Sign out|
To bypass the Alt and Shift keystrokes mentioned above, use these keystrokes:
|Ctrl+N||Add a new record|
|Ctrl+O||Open an existing record|
|Ctrl+S||Save a record|
|Ctrl+E||Save a record and create a new one|
|Ctrl+L||Save a record and close it|
You can use Function keys to speed up data entry:
|F1||Press F1 in any field to open the corresponding Help File|
|F3||Press F3 in date fields to enter the current date.|
Press F3 in the Last Name of a new Spouse relationship record, to auto-populate the field with the primary constituent's Last Name.
|F4||Press F4 in drop-down lists to see the list.|
|F7||Press F7 in date fields to select a date from a calendar or in search fields to open the search window to open table lookup.|
|F8||Press F8 in a constituent record on the Bio 1 or Addresses Tab to validate an address with AddressAccelerator|
You can use keystrokes to navigate your computer and open other Windows-based programs:
|Tab||Move from one field to the next on a form|
|Shift+Tab||Move backwards through fields on a form|
|Ctrl + down arrow||Move down in a Journal Entry Batch (The Financial Edge)|
|Spacebar||Mark a checkbox|
|Arrow keys (right, left, up, down)||Directional movement or select radial options|
|Shift+Ctrl+arrow keys||Highlight words|
|Alt+F4||Close the active window or application|
|Alt+Tab||Switch between open applications on your workstation|
|MS Window Key+R||Calls the run box to start a program|
|MS Window Key+M||Minimizes all windows|
|MS Window Key+F||Launches the Search Window|
|MS Window Key+E||Launches Explorer|
Question Mark (?): Use the question mark to replace a single character. For example, to find anyone with the Last Name of Smyth, Smith, etc., type Sm?th.
Asterisk (*): Use the asterisk to replace a series of characters. These wildcards work in the same way. For example, to find anyone with a last name beginning with Sm, type Sm*. For anyone with a name ending in son, type *son.
Brackets [ ]: Use the brackets to query on a range of characters or to locate several characters. For example, use the criteria Last Name Begins with [A-C] to locate all records with a last name beginning with A, B, or C.
^: When working in an import, if you place a caret (^) into a field within your spreadsheet, it will clear the contents in the record for that field when you import the data. (Note: This functionality is available in The Raiser's Edge 7 and all products of version 6.)
/n: Use this series of characters when designating a new line when importing Address Lines. For example, in your AddrLines column of your spreadsheet enter 123 Main St./nApt. B and when the import is completed it display on the record as:
123 Main St.
A single slash (\) indicates a conditional break in the addressee/salutation. When the addressee/salutation is printed it will print on two lines if there is not enough space.
Double slashes (\\) indicate a hard break in the addressee/salutation. When the addressee/salutation is printed it will print on two lines each time.
For more information about keyboard shortcuts, refer to: