Mouse & Keyboard Controls

ICON	KEY	MEANING	NOTES
Open Door	ESC	Exit	Leave current screen
Signpost	F2	Options	Display options for current screen
Starburst	F3	New	Clear current record ready to start new one
Bin	F4	Delete	Delete current record, or undo last action
Floppy disk	Ctrl+S	Save	Save record (not required - done automatically)
Start	F5	First record	Find first record
Previous	F7	Previous record	Find previous record
Binoculars	F9	Find closest	Find closest matching record
Next	F8	Next record	Find next record
Last	F6	Last record	Find last record
Spectacles	F12	Change view	Switch from flat to scrolling view
Notes	ALT+G N	Go to notes	Display client or policy notes
Stop watch		Fee timer	A second fee timer may be run from the Diary
Policies	F11	Policies	Display policies of current client
Word	ALT+G V	Document viewer	View documents & images for current client
Diary	ALT+G D	Diary	Display diary for current user
Money	ALT+F A	Accounts	Go to accounts files, or reconcile an account
Calculator	ALT+G F	Financial planners	Go to financial planners menu
Left curve	PgUp	Previous screen	Previous screen of a sequence (e.g. in fact find)
Right curve	PgDn	Next screen	Next screen of a sequence (e.g. in fact find)
Email		Email	Start default email program with current address
Burning house	ALT+F C	Claims	Display claims for the current client
Zig-zag		Insurer link	Uplink current quote or policy to Insurer
Question	F1	Help	Go to help system

SPECIAL BUTTONS
“=” Button	Provides default value for field (e.g. today’s date, increment review year, etc)
“>” Button	Go to linked record (e.g. from husband to wife)
Red colour	If a “>” button is red it will take you to the connected record
	If a “Left curve” button is red it will return you to the connected record
SPECIAL KEYS
TAB	Move to the next button or field
SHIFT+TAB	Move to the previous button or field
ENTER	Activate the current button, or select currently highlighted record
ALT+Down	Display contents of a drop-down menu