In today's fast-paced digital era, mastering shortcut keys can significantly streamline your workflow and enhance your Zoho experience. Whether you're a seasoned Zoho user or just starting out, understanding the power of shortcut keys can save you valuable time and effort. In this article, we'll explore a comprehensive list of shortcut keys in Zoho, covering various applications like Zoho Books, Zoho Desk, Zoho Mail, and more. So get ready to unleash the full potential of Zoho as we dive into the realm of shortcut keys that will revolutionize the way you work!

Keyboard Shortcuts in Zoho CRM

Keyboard shortcuts enable you to perform actions more quickly and efficiently than is possible with just mouse navigation. Using keyboard shortcuts, you can multitask and switch between tabs/modules easily. We've created a set of shortcuts for some of the most common actions in CRM, but these can also be customized to suit user preferences

Accessing keyboard shortcuts

To access keyboard shortcuts, go to Setup > General > Personal Settings > Keyboard Shortcuts and configure any of the shortcuts available. By default, keyboard shortcuts are disabled for all accounts; users have to enable them manually.

Once keyboard shortcuts are enabled, the available shortcuts are displayed in different sections. They can be used as defined, or modified accordingly.

Keyboard Shortcuts in Zoho Books

Keyboard shortcuts / hotkeys enable you to use Zoho Books with ease and convenience. You can instantly perform actions within the application using the keyboard shortcuts.

Note: Press Shift + ? to instantly view the shortcut keys in a pop-up while using Zoho Books.

The shortcuts in Zoho Books are categorized based on the pages in which you can use the shortcut keys. Let’s look into how they are categorized.

General

You can use these shortcuts from anywhere in the organization and they would take you to the respective page or perform the particular action.

Say, you are looking into the Balance Sheet of an organization and you would like to quickly navigate another organization of yours. You can just press key-organizations in your keyboard from any module to view the list of organizations you have in Zoho Books.

Go To Actions

You can use the following shortcut keys to navigate to a specific tab. These could be the most common actions you perform in your day-to-day accounting activity.

Module Level Actions

Once you’ve navigated to a particular module, you can use the following shortcut keys to perform actions specific to a particular module (Example:Invoices/Bills). These shortcuts are applicable only to the Sales and Purchase entities.

Let’s say you are planning to move all data from one organization to another and the Module Level Actions let’s you complete them really quick! Click key-export to export data from one organization and click key-import in your other organization to import files

Transaction Level Actions

After you have selected a transaction, you can use the following shortcut keys to perform actions at the transaction level. The following shortcuts let you perform actions quickly without having to reach for a mouse. These shortcuts are applicable only to the Sales and Purchase entities.

Creation Actions

What are keyboard shortcuts for if they don’t let you create transactions in a flash? The following shortcuts will help you create new transactions across various modules from anywhere in the organization.

Keyboard Shortcuts in Zoho Desk

Zoho Desk provides several keyboard shortcuts that allow you to manage your help desk modules like Tickets, Activities, Knowledge base, etc. You can execute most routine tasks with simple keystrokes like replying to tickets, adding calls, navigating modules, and the like.

Keyboard shortcuts are known to increase your productivity while being easier on your hands. They will also keep your mind off from going behind the mouse pointer now and then. Take, for example, the simple task of adding a ticket. You can do that by just pressing T + while being on any screen of Zoho Desk.

Before you can use these keyboard shortcuts, you’ll need to enable them for your account.

To enable keyword shortcuts:

Click your account Photo in the top right corner of your help desk.
Click Preferences on the profile window.
Toggle the Keyboard Shortcuts option to ON under Preferences.

To open a list of keyboard shortcuts in Zoho Desk, press Shift + ? or click the Shortcuts icon (

) in the lower-right corner of the page.

Note:

The keyboard shortcuts setting is specific to the user who has enabled it.

Keyboard Shortcuts in Zoho Project

Keyboard shortcuts are used in Zoho Projects to perform global navigation and specific actions.

Benefits

Perform actions efficiently without a mouse.
Can multitask with less effort.
Navigate from one page to another within seconds.

Global Navigation

You can use these shortcuts anywhere in Zoho Projects to navigate from one page to another.

For example, consider a scenario where you are viewing the list of tasks in a project and you would like to view the calendar, you can press z+ c in your keyboard to navigate to the calendar quickly.

Tab Specific Actions

These are the keyboard shortcuts which you use to create a new module only when you are in that specific module's tab.

Say, you are viewing the list of projects in your portal and you would like to create a new project, you can press p in your keyboard to add a new project.

Keyboard shortcuts in Zoho Inventory

Keyboard shortcuts/ hot keys enable you to use Zoho Inventory with ease and convenience. You can instantly perform actions within the application using the keyboard shortcuts.

General

You can use these shortcuts from anywhere in the organization and they would take you to the respective page or perform the particular action.

Go To Actions

You can use the following shortcut keys to navigate to a specific tab. These could be the most common actions you perform in your day-to-day inventory activity.

Module Level Actions

When you’ve navigated to a particular module, you can use the following shortcut keys to perform actions specific to that module (Example:Invoices/Bills). These shortcuts are applicable only to the Sales and Purchase entities.

Let’s say you are planning to move all data from one organization to another. Click key-export to export data from one organization and then go to the other organization and click key-import to import the files.

Transaction Level Actions

Creation Actions

Keyboard shortcuts in Zoho Mail

Zoho Mail provides a multitude of keyboard shortcuts to perform certain repeated actions faster. These keyboard shortcuts facilitate easier navigation while composing your email and within your inbox.

Three main types of shortcuts are available in Zoho Mail:

Global Shortcuts - Shortcuts that can be used globally in your mailbox
Mail Shortcuts - Shortcuts that act upon your emails within your mailbox
Mail Compose Shortcuts - Shortcuts that work in the compose window

Steps to view Keyboard Shortcuts

Click on the Settings icon
Go To Mail Settings > Keyboard Shortcuts
You can see the list of pre-defined keyboard shortcuts with the corresponding descriptions on the screen
They are classified into Global, Mail, Mail Compose shortcuts, and much more.
Look up the shortcuts that you want to use and apply them in your mailbo

Editing Keyboard Shortcuts

You can edit the shortcuts that are in bold in the keyboard shortcut list. On clicking on any of these shortcuts, a text box will appear. Enter the desired shortcut key combination and click on the tick icon.

Hotkeys

You can create custom text shortcuts using Hotkeys in Zoho Mail. Hotkeys can be used to expand and replace easy abbreviations of your choice with full words and phrases as you type in the mail composer.

Steps to add Hotkeys

Login to your Zoho Mail account
Click on the Settings icon
Navigate to Mail > Hotkeys section.
Click + Add hot key.
Provide the Hotkey of your choice and its replacement text in the appropriate fields.
Click Save to add the hotkey.

You can also use the import hotkeys option to import your existing hotkeys into Zoho Mail.

Using Hotkeys

In the composer, type '/' (forward slash), and all your Hotkeys will be listed.
You can either choose from the list (mouse click or arrow keys) or continue to type the hotkey. The associated text replacements will be visible in the composer.
Press Tab / Enter / Right arrow key to insert the desired replacement text in the composer.