Keyboard and lists

Search, filters, owner filter, and Mac shortcuts for the handbook and the app.

This handbook

• Cmd+K opens search.
• Escape closes search or the contents drawer on a phone.
• Arrow keys move in search results. Enter opens the selected article.

App lists

Most lists support:

• Search box
• Filters (status, type, date range, bank, currency)
• Pagination in the address bar so you can share a filtered page

Owner filter

These lists can filter by deal owner: companies, opportunities, quotations, projects, and Books income.

Use all, mine, or a named teammate. Income uses the invoice owner when it exists, otherwise the project owner.

Mac shortcuts in the app

• Cmd+V pastes opportunity photos when the sheet is open.
• Cmd+R reloads the page.
• Cmd+Shift+R hard-refreshes (useful after a website deploy).

There is no global command palette inside the Trade Terminal yet. Use + for create. See Quick create.