Keyboard shortcuts

Learning these built-in keyboard shortcuts will make data entry faster and easier. Use the right-click menu to Undo, Cut, Copy, Paste, Delete and Select All in the Name, Address and Detail sections and in single-instance user-defined tabs. The right-click menu is not supported in the History section.

General Shortcuts

Ctrl+F Find Ctrl+C Copy \*
Ctrl+L Lookup Ctrl+V Paste \*
Ctrl+E Edit Ctrl+X Cut \*
Alt+S Save Spacebar Execute button action
Alt+C Cancel Ctrl+T Edit Customer Portfolio tab preferences
Ctrl+I Insert new record Ctrl+Q Exit iMIS
Ctrl+N Open a new instance of iMIS *\* excluding single-instance UD tabs*

Detail Tabs Shortcuts

Alt+P Go to Profile tab Alt+L Go to Solicitor Data tab
Alt+D Go to Donor Data tab Alt+O Go to Other tab
Alt+T Go to Status tab Alt+U Go to Salutations tab
Alt+N Go to Notes tab Ctrl+Z Undo (UD tabs only)
Alt+F Go to Financial tab

Data Grid (Table) Shortcuts

Ctrl+F9 Load next record from Results tab Home Move to first column of current row
Ctrl+F8 Load previous record from Results tab End Move to last column of current row
Ctrl+R Load selected record (Results, Record History, Roster, Relationships, or Role tab) Ctrl+Home Move to first record
Ctrl+W Load selected record in a new instance of iMIS Ctrl+End Move to last record
PageUp Move UP one full screen in grid Ctrl+Z Zoom grid field (with length > 255 characters)
PageDown Move DOWN one full screen in grid Ctrl+Z Undo (inside a zoomed field)