Data Entry Tips and Tricks

 

ServeManager Hotkeys

ServeManager is loaded with hotkeys. Most are easy to find. If you see a button that contains an underlined letter, just type that letter instead of clicking the button with your mouse.

Additional Hotkeys

These hotkeys are not underlined, but work by typing one ore more characters.

s
Search (moves cursor to the search field if the current page has a search field)
g j
Go to Jobs
g c
Go to Court Cases
g o
Go to Companies
g i
Go to Invoicing
g p
Go to Server Pay
g s
Go to My Account

Date & Time Fields

These fields make it easy to enter data quickly without reaching for the mouse, or you can select dates by using the Calendar as well.

Date / Time Hotkeys

You can Tab through these fields, or just type the date and time as it appears, using / and :, which moves the cursor to the next field the same way Tab does. Perfect for 10-key data entry.

/
Next date field (works on time fields as well)
:
Next time field (works on date fields as well)

Date / Time Shortcuts

When selecting the month, there are a few shortcuts that will fill out multiple fields at once.

Today
Select today's date. If you Tab into the month field, type t to select this option.
Now
Select the current date and time. If you Tab into the month field, type n to select this option.
Skip
Leave the date/time fields blank and move to the next field or action. If you Tab into the month field, type s to select this option.

Computer Keyboard Shortcuts

These are computer (operating system) shortcuts that work in most programs.

Next or Previous Field
 
Tab
Next input field
Shift + Tab
Previous input field
Select All
 
Ctrl + a
Select all text, files or folders
Copy and Paste
 
Ctrl + c
Copy text, files or folders
Ctrl + v
Paste the previously copied text, files or folders
Undo and Redo
 
Ctrl + z
Undo the last action (e.g. undo deleted or entered text)
Ctrl + Shift + z
Redo (revert) the last undo
Switch Windows
 
Alt + Tab
Switch to the last window/program, or cycle through and select a window.

Additional keyboard shortcuts: Windows  |  Mac

Browser Keyboard Shortcuts

These are specific to your browser, but typically work regardless of which browser you use.

Previous Page
 
Backspace
Same as clicking the browser back button
Shift + Backspace
Same as clicking the browser forward button
Open or Close Tab
 
Ctrl + t
Open a new tab in the browser
Ctrl + w
Close the current tab
Ctrl + Shift + t
Reopen the last tab (handy if you accidentally closed a tab or page)
Refresh the Page
 
F5
Same as clicking the browser refresh button
Zoom In or Out
 
Ctrl + +
Zoom in (text and images will appear larger)
Ctrl + -
Zoom out
Ctrl + 0
Reset the zoom to 100%

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