Client letters - .RTF keyboard shortcuts

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Some of the most commonly used commands, such as Open Plan or Print, are assigned keyboard shortcuts that allow you to quickly execute the command directly from the keyboard without opening the pull-down menu first.

Key Combination Result in Data Entry
CTRL+B View body text in the open client letter.
CTRL+D Open the Date and Time dialog from which the date and time can be inserted into the open client letter.
CTRL+F View footer text in the open client letter.
CTRL+H View header text in the open client letter.
CTRL+N Insert page numbers into the open client letter.
CTRL+O Open the Client Letters dialog in which you can select a custom letter or template letter for editing.
CTRL+P Print the open client letter.
CTRL+R Open the Print-Preview window in which you can see on-screen how the client letter will look when printed.
CTRL+W Open the Select Data to Insert into Document dialog in which you can select plan data to insert into the open client letter.

Related topic: Primary Planner CS keyboard shortcuts

Share This