Handy Keyboard Short-Cuts & Using FIND

Keyboard Shortcuts

@EASE is a mouse-oriented product but there are a few standard Windows keyboard short cuts that can be very useful.

Toggling between open windows:

  • CTRL+TAB

Copy the contents of one field to another:

  • Highlight the text
  • CTRL+INS to copy
  • Shift+INS to paste

OR try...

  • CTRL+C to copy
  • CTRL+V to paste

Please note: Ctrl+C and Ctrl+V will not work on all windows

OR try...

  • Double click in the field you want to copy so that it is fully high-lighted
  • Right click while the mouse is positioned in the field to get a Feature Menu
  • Select Copy
  • Click in the field you want the valued pasted
  • Right click while positioned in the field to get a feature menu
  • Select Paste

Moving from one field to another:

  • TAB to move left to right
  • Shift+TAB to move right to left

Using FIND options  (Also view the Day One Review \ Introduction to the Private, Corporate and Contact Windows)  View PDF

Use the asterisk * (or wildcard character) for extended searches in the Find option:

  • by last name / corporate name

    *donald*, finds all names with 'donald' in them such as McDonald and MacDonald

  • last name / corporate name

    *group*, finds all names that have 'group' in the text such as Batsch Group

  • by date

    April 2, 2000* finds all dates greater than or equal to April 2, 2000

  • by batch number

    20000201001* ... finds all batches greater than or equal to the given batch number

Moving between Windows

@EASE provides a unique GoTo button that allows the user to move between related screens. This button is found on the following windows:

  1. The Private Donor Window where a Significant Other exists. The GoTo button found to the right of the Lookup binoculars moves the user between significant others. The Donor Summary features a GoTo button.
  2. The Corporate Donor Window where a Contact Person exists. The GoTo button found to the right of the Contact Person's name moves the user to the person's Corporate Contact information displayed on the Corporate Contact window.
  3. The Corporate Contact Window can have two GoTo buttons. One is located to the right of the Corporate Donor name at the top of the window. This button moves the user to the Corporate Donor window. The second button is located to the right of the Private Donor Record Lookup binoculars. If a corporate contact has a private donor record and that relationship has been updated on the Contact window, the GoTo button moves the user to the Private Donor window.
  4. The Receipt Maintenance Window. The GoTo button is located to the right of the Donor's name and it moves the user to the (private or corporate) donor's maintenance window.This is a handy feature enabling a quick check of a donor's address and contact information.
  5. The Pledge Maintenance Window. The GoTo button is located to the right of the Donor's name and it moves the user to the (private or corporate) donor's maintenance window. This is a handy feature enabling a quick check of a donor's address and contact information.

Data Entry Efficiencies with Pull Down Lists

Most tables will allow you to move to specific entries when the first letter of the table entry is keyed. Used in conjunction with the cursor arrows found on the keyboard, selections can be viewed without using the mouse.