Other
Important Action Needed! Upcoming release will affect your favorites.
In our next release, we will be re-organizing menus as a part of ongoing feedback we have received. Because menu items are being re-named, moved, added and changed, you will need to resave your favorites as they will be lost once the release has been ...
Keyboard Shortcuts
For users who prefer the keyboard to the mouse, CustomBooks™ provides keyboard shortcuts for working with fields, lists, trees, text fields, common actions, and system-wide functions. The shortcuts below are grouped by where they are used, with ...
Keyboard Shortcuts - PC
Keyboard Shortcuts - PC For those who prefer the keyboard to the mouse, here’s a collection of keyboard shortcuts that work in the software. Shortcuts are grouped by application display type and also includes a section on system-wide shortcuts and ...
Keyboard Shortcuts - Common Actions (Mac)
Keyboard Shortcuts - Common Actions (Mac) Action Keyboard Shortcut Remove Del Print the active document Command + P Copy to clipboard Command + C Cut to clipboard Command + X Paste from clipboard Command + V Undo the last action Command + Z Redo the ...
Text Field Keyboard Shortcuts
Text Field Keyboard Shortcuts Action Keyboard Shortcut Toggle insert/replace mode Ins Select button F4 Open button Ctrl + Shift + F4 Clear field Shift + F4 Select current word Ctrl + W Delete character to the left of the cursor BackSpace Delete ...
Working with Trees - Keyboard Shortcuts
Working with Trees - Keyboard Shortcuts Action Keyboard Shortcut Open F2 Refresh F5 Copy F9 New Folder Ctrl + F9 Delete Row Shift + Del Move item to another folder Ctrl + Shift + M Go down one level and expand folder Ctrl + Down Go up one level (to ...
List View - Keyboard Shortcuts
List View - Keyboard Shortcuts Action Keyboard Shortcut Move from cell to cell Up, Down, Left, Right Move to the next filled or empty cell Ctrl + (Up, Down, Left, Right) Scroll up one page PgUp Scroll down one page PgDn Go to the beginning of the ...
System-Wide Keyboard Shortcuts
System-Wide Keyboard Shortcuts System-wide shortcuts Action Keyboard Shortcut Open Help F1 Open Search help Alt + F1 Get link Ctrl + F11 Go to link Shift + F11 Add to Favorites Ctrl + D Open Favorites Ctrl + Shift + B Open History Ctrl + Shift + H ...
Terms and Definitions
Terms and Definitions Documents – we use the term documents to refer to the set of items that are completed as a part of a transaction. Documents include Sales Quotes, Sales Orders, Shipments, Sales Invoices, Cash Receipts, Cash Sales, Credit Memos, ...