Tips & Shortcuts

A collection of small habits that make daily work noticeably faster.

Search from anywhere

Press Ctrl+K (Cmd+K on a Mac) to open the global search from any page — the box that reads Search contacts, notes and more…. Results appear live as you type, grouped by what they are — contacts, notes, and more. Use the arrow keys to move through results, Enter to jump straight to the record, and Esc to close.

Work the lists like a pro

• Saved views remember your columns, sort, and filters. Save one per recurring job ("My open follow-ups") and switch views instead of rebuilding filters. Space-level views share the setup with your whole team.
• Share copies a link to the list at the same page, page size and sort. It never carries your filter or search, so a colleague may see other records; to share a filtered list, save it as a space view instead.
• The Columns button lets you hide what you never read. Fewer columns means faster scanning.
• Edits collect in the edit cart until you save — you can edit several rows across pages and save once with Save all. Remember: exports and other people see saved data only, so save before you share.

Let the system watch for you

• Turn on notifications for the events you care about and mute the rest — the bell badge updates live. See Notifications.
• Before trusting an automation, open it in the workflow builder, press Dry run against a real record, and read the report of what it would have done. See Automations.
• After a big import, open the job's failed rows once — thirty seconds of review catches mapping mistakes while they are still easy to fix. See Importing & Exporting.

On a phone or tablet

• The navigation collapses into a menu button; on documentation pages, use Browse help topics to open the topic list.
• Lists switch to a stacked layout — the same records, filters, and saved views, arranged for a narrow screen.
• Everything you can do on the desktop is permission-checked identically on mobile; nothing extra is exposed.

When something looks off

• "Why can't I see or do X?" — it is almost always a permission or a space ceiling. Groups & rights in the user menu shows what you hold here, and your administrator can answer definitively with the Permission Tester — see Who Can See What.
• "What changed lately?" — What's New lists what changed, release by release; a help page that has older versions offers them in its Version list.
• "My export is missing my edits" — save the edit cart first; exports reflect saved data.