- Installing Rapid Entry
- Get Started with Rapid Entry
- Batch Status
- Create a New Batch
- Batch Options
- Edit Batch Header
- Appeal Panel
- Payment Panel
- Note Panel
- Product Panel
- Contribution Panel
- Recording a Received Matching Gift
- Recording a Contribution with a Matching Gift
- Transaction Review
- Merge in Rapid Entry
- Rapid Entry Hot Keys
- Locate a Batch in Aegis CRM
- Review and Approve a Batch
- Close a Batch
- Uninstall Rapid Entry
Rapid Entry Hot Keys
UNDER REVIEW
The following are the Hot Keys, or keyboard shortcuts, that are available for Rapid Entry:
Window | Type | Control | Short Cut |
---|---|---|---|
Note wherever you see an &, the keyboard shortcut is the <Alt> key plus the character immediately after the & | |||
ALL | Button | OK | &OK |
ALL | Button | Cancel | &Cancel |
TransactionLookup | Field | CC# | CC / C&heck # |
TransactionLookup | Field | Invoice # | I&nvoice # |
BatchForm | Button | Show Partner Details | F1 |
BatchForm | Button | Show Appeal Panel | F2 |
BatchForm | Button | Show Payment Panel | F3 |
BatchForm | Button | Show Product Panel | F4 |
BatchForm | Button | Show Contribution Panel | F5 |
BatchForm | Button | Show Note Panel | F6 |
BatchForm | Button | MultipleProductSelection | * |
BatchForm | Button | Add | + |
BatchForm | Button | UseLastContactID | <Ctrl> I |
BatchForm | Button | ProductSummary | <Ctrl> P |
BatchForm | Button | OutboundActivitySummary | <Ctrl> O |
BatchForm | Button | PartnerActivtiySummary | <Ctrl> S |
BatchForm | Button | Update | &Update |
BatchForm | Button | EditNext | Edit Ne&xt |
BatchForm | Button | Add | &Add |
BatchForm | Button | Close | &Close |
BatchForm | Button | Review | Revie&w |
BatchForm | Button | DeleteTransaction | Dele&te |
BatchForm | Button | InvoiceLookup | &Invoice Lookup |
BatchForm | Button | ViewNotes | &View Notes |
BatchForm | Button | CreateNote | Create N&ote |
BatchForm | Button | Links | Edit Lin&ks |
BatchForm | Button | NewConstituent | &New |
BatchForm | Button | AdvancedSearch | Advanced &Search |
BatchForm | Button | Edit | View / &Edit |
BatchForm | Button | PaymentDetails | CC &Details |
BatchForm | Button | PaymentSplit | Sp&lit |
BatchForm | Button | RemoveFlag | &Remove Flag |
BatchForm | Button | AddCustomFlag | &Add Flag |
BatchForm | Button | ResponseMessages | &Prayer Codes |
BatchForm | Button | MultipleProduct | &Multiple |
BatchForm | Button | ShipTo | Shi&pping |
BatchForm | Button | PledgePaymentInfo | &Payment |
BatchForm | Button | ContributionSplit | A&dvanced |
BatchForm | Button | Response | &Response |
BatchForm | Button | ResponseMessages | Special Messa&ge |
BatchHeader | Button | SaveAndClose | &Save and Close |
BatchHeader | Button | SaveOpen | Save and &Open |
BatchHeader | Button | NextBatch | Save and &New |
ContactEdit | Field | Company | &Company |
ContactEdit | Field | Suffix | Suffi&x |
ContactEdit | Field | Title | &Title |
ContactEdit | Field | LastName | &Last Name |
ContactEdit | Field | MiddleName | &Middle Name |
ContactEdit | Field | FirstName | &First Name |
ContactEdit | Field | PostalCode | &ZIP/Postal Code |
ContactEdit | Field | City | Cit&y |
ContactEdit | Field | Address2 | &Secondary Address |
ContactEdit | Field | Address1 | &Primary Address |
ContactEdit | Field | Origin | &Origin Source |
ContactEdit | Field | &Email Address | |
ContactEdit | Field | MobipePh | Mo&bile Phone |
ContactEdit | Field | WorkPh | &Work Phone |
ContactEdit | Field | HomePh | &Home Phone |
ContactEdit | Button | AddCustomFlag | &Add Flag |
ContactEdit | Button | CreateNote | Create &Note |
ContactEdit | Button | ViewNotes | &View Notes |
ContactEdit | Button | CustomFielda | Custom Fiel&ds |
ContactEdit | Field | PostalCode | &ZIP/Postal Code |
ContactLinks | Button | Search | Adv &Search |
ContactLinks | Button | CreateLink | &New/Add/Update Link |
ContactLinks | Button | DeleteLink | &Delete/Cancel Link |
ContactSearch | Field | PartnerID | Partner &ID |
ContactSearch | Field | ||
ContactSearch | Field | Phone | &Phone |
ContactSearch | Field | ZIP | &ZIP/Postal |
ContactSearch | Field | State | &State/Prov |
ContactSearch | Field | City | &City |
ContactSearch | Field | Address | &Address |
ContactSearch | Field | Company | C&ompany |
ContactSearch | Field | Title | &Title |
ContactSearch | Field | LastName | &Last Name |
ContactSearch | Field | FirstName | &First Name |
ContactSearch | Field | PartnerID | Partner &ID |
ContactSearch | Button | Search | &Search |
ContactSearch | Button | Select | S&elect |
ContributionSplit | Button | Add | &Add |
ContributionSplit | Button | DeleteContribution | &Delete Contribution |
ContributionSplit | Button | NewPledge | &New Pledge |
ContributionSplit | Button | Details | D&etails |
ContributionSplit | Button | Update | &Update |
DuplicateSelection | Button | AddFlag | &Add Flag |
DuplicateSelection | Field | Origin | &Origin Source |
DuplicateSelection | Field | &Email Address | |
DuplicateSelection | Field | MobilePh | Mo&bile Phone |
DuplicateSelection | Field | WorkPh | &Work Phone |
DuplicateSelection | Field | HomePh | &Home Phone |
DuplicateSelection | Field | Zip | &ZIP/Postal Code |
DuplicateSelection | Field | City | Cit&y |
DuplicateSelection | Field | Address2 | &Secondary Address |
DuplicateSelection | Field | Address1 | &Primary Address |
DuplicateSelection | Field | Company | &Company |
DuplicateSelection | Field | Suffix | Suffi&x |
DuplicateSelection | Field | Title | &Title |
DuplicateSelection | Field | LastName | &Last Name |
DuplicateSelection | Field | MiddleName | &Middle Name |
DuplicateSelection | Field | FirstName | &First Name |
DuplicateSelection | Button | ViewNotes | &View Notes |
DuplicateSelection | Button | CreateNote | C&reate Note |
DuplicateSelection | Button | ReviewNext | Review &Next |
DuplicateSelection | Field | PostalCode | &ZIP/Postal Code |
DuplicateSelection | Field | PostalCode | &ZIP/Postal Code |
InventoryFromAppeal | Button | ShipTo | &Shipping |
InventoryFromAppeal | Button | Advanced | &Advanced |
MultipleProductSelection | Button | UpdatePrice | &Update Pricing |
MultipleProductSelection | Button | AddProduct | &Add Product |
MultipleProductSelection | Field | Quantity | &Quantity |
MultipleProductSelection | Button | DeleteProduct | &Delete Product |
MultipleProductSelection | Button | Shipping | &Shipping |
MultipleProductSelection | Button | AddProduct | &Add Product |
MultipleProductSelection | Button | Updateroduct | &Update Product |
SearchInvoices | Button | Select | S&elect |
SearchInvoices | Button | Search | &Search |
BatchList | Menu | Exit | E&xit |
BatchList | Menu | Help | &Help |
BatchList | Menu | OpenBatch | &Open Batch |
PaymentDetails | Field | PostalCode | &ZIP/Postal Code |
PaymentSplit | Button | DeleteSplit | &Delete Split |
PaymentSplit | Button | PaymentDetails | CC &Details |
PaymentSplit | Button | AddSplit | &Add Split |
PaymentSplit | Button | UpdateSplit | &Update Split |
PledgeCreate | Button | PaymentInfo | &Payment Info |
ResponseMessageLookup | Button | AddResponse | &Add Selected Message |
ResponseMessageLookup | Button | ClearSearch | &Clear Search |
ResponseMessageLookup | Button | Search | &Search |
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