{"id":7294,"date":"2014-03-06T10:21:46","date_gmt":"2014-03-06T10:21:46","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7294"},"modified":"2025-01-09T11:02:58","modified_gmt":"2025-01-09T11:02:58","slug":"set-shortcut-key-for-your-favorite-button-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/03\/06\/set-shortcut-key-for-your-favorite-button-in-sage-crm\/","title":{"rendered":"Set Shortcut Key for your Favorite Button in Sage CRM"},"content":{"rendered":"<p>Sage CRM is quite flexible to help you manage <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/with-sage-crm-you-have-better-control-over-your-customers-and-your-systems-too\/\" target=\"_blank\" rel=\"noopener\">your customers and business in a better way<\/a>. We have seen a lot of posts on how the user interface is flexible in helping you manage your business. One such requirement has always been Short Cut keys. In one of our previous posts we had put across a list of shortcut keys available in Sage CRM.<br \/>\n<a href=\"http:\/\/www.linkedin.com\/company\/greytrix-india-pvt-ltd\" target=\"_blank\" rel=\"noopener\">https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/10\/shortcut-keys-in-sage-crm\/<\/a><br \/>\n<strong><br \/>\n<span style=\"color: #993300;\">Greytrix\u00a0Connect\u00a0<\/span><\/strong><span style=\"color: #993300;\">:<\/span> <a href=\"http:\/\/www.linkedin.com\/company\/greytrix-india-pvt-ltd\" target=\"_blank\" rel=\"noopener\">LinkedIn<\/a> | <a href=\"http:\/\/twitter.com\/greytrix\" target=\"_blank\" rel=\"noopener\">Twitter<\/a> | <a href=\"https:\/\/www.facebook.com\/Greytrix\" target=\"_blank\" rel=\"noopener\">Facebook<\/a> | <a href=\"https:\/\/plus.google.com\/u\/0\/105011683168234104179\/posts\" target=\"_blank\" rel=\"noopener\">Google+<\/a> | <a href=\"http:\/\/www.youtube.com\/greytrixsage\" target=\"_blank\" rel=\"noopener\">YouTube<\/a><br \/>\n<span style=\"line-height: 1.6em;\">Ever wondered how we can setup short cut keys for the standard or custom buttons you regularly use in Sage CRM helping you manage day to day affairs quickly. Lets try this and create a short cut key for Clone Case Button.<\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/03\/1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter\" title=\"create a short cut key for Clone Case Button.\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/03\/1.jpg\" alt=\"create a short cut key for Clone Case Button.\n\" width=\"529\" height=\"229\" \/><\/a><span style=\"line-height: 1.6em;\"><br \/>\nThis can be easily achieved by changing the Translation entry of button caption. Following are the steps.<br \/>\n<\/span>1) To add Shortcut, navigate to Administration | Customization | Translations and check the Inline Translation Mode checkbox.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/03\/2.jpg\"><img decoding=\"async\" class=\"alignnone\" title=\"To add Shortcut, navigate to Administration | Customization | Translations\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/03\/2.jpg\" alt=\"To add Shortcut, navigate to Administration | Customization | Translations\n\" width=\"838\" height=\"683\" \/><\/a>2) Navigate to Case Summary Screen and click on (<strong><span style=\"text-decoration: underline;\">*<\/span><\/strong><span style=\"text-decoration: underline;\">)<\/span><strong> symbol<\/strong> next to the Clone Case button.<br \/>\n3) It will take you to the translation record of Clone Case button as shown below.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/03\/Img3.jpg\"><br \/>\n<\/a><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/03\/Img3.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-7297 size-full\" title=\"Clone Case button\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/03\/Img3.jpg\" alt=\"Clone Case button\" width=\"628\" height=\"575\" \/><\/a>4) In the US and UK translation, add ampersand (<b>&amp;)<\/b> character just before the alphabet which you prefer to act as Shortcut key. In this case, we have added ampersand (<b>&amp;)<\/b> character before letter <b>(L)<br \/>\n<\/b>5) Click on Save button to save the changes.<br \/>\n6) Now the button caption will appear as <b>C<span style=\"text-decoration: underline;\">l<\/span>one<\/b> <b>Case<\/b> as shown below.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/03\/Img4.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7298\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/03\/Img4.jpg\" alt=\"Img4\" width=\"195\" height=\"72\" \/><br \/>\n<\/a>Once done, you can easily execute the action on this button in future by pressing ALT + L button.<br \/>\n<span style=\"line-height: 1.6em;\">These steps can also be implemented to standard buttons which are available in Sage CRM.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM is quite flexible to help you manage your customers and business in a better way. We have seen a lot of posts on how the user interface is flexible in helping you manage your business. One such requirement has always been Short Cut keys. In one of our previous posts we had put\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/03\/06\/set-shortcut-key-for-your-favorite-button-in-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[46,47,52,83,205,332,336,337,374],"tags":[640,833,1358,1487,2010,2030,2031,2033,2140,2285],"class_list":["post-7294","post","type-post","status-publish","format-standard","hentry","category-button-sage-crm","category-button-image","category-caption","category-crm72","category-keys","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sp2-feature","tag-buttons","tag-crm7-0","tag-hot-key","tag-keys","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-com","tag-shortcut"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>In Sage CRM, you may set a shortcut key for your favorite button.<\/title>\n<meta name=\"description\" content=\"Their are number of posts on how flexible the user interface is for helping you manage your business. Here are the Shortcut keys were always a must.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/03\/06\/set-shortcut-key-for-your-favorite-button-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"In Sage CRM, you may set a shortcut key for your favorite button.\" \/>\n<meta property=\"og:description\" content=\"Their are number of posts on how flexible the user interface is for helping you manage your business. 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