Acknowledged

Keyboard Shortcuts?

  • 29 August 2019
  • 8 replies
  • 112 views
Votes
A
  • Anonymous
  • 0 replies
Does anyone know if there are keyboard shortcuts available for use in Gainsight? Is there a full list anywhere?

8 replies

azhar_uddin
Rank
Userlevel 5
Hi, Keyboard shortcuts to use Gainsight like - opening navs, quick navigation and quick search like that ? we don't have such things but if you have some shortcuts you want to have, we can consider that to add it.

Thanks

A
Yes, those would be helpful in the future.

This post was mostly meant to discover ways to navigate through Gainsight without using a mouse. Do you have shortcuts like that?

aditya_marla
Rank
Userlevel 6

@opilger :  Thanks a lot for bringing this up. Would you be able to share some keyboard shortcuts that you might find useful / would like to have? 

A

@opilger :  Thanks a lot for bringing this up. Would you be able to share some keyboard shortcuts that you might find useful / would like to have? 

@aditya_marla Yes! I would find it quite useful to be able to do the following:

  1. When a given CTA is selected, it would be great to be able to shift between the Timeline, Customer, and Call To Action sections. Maybe something like Ctrl+1, Ctrl+2, Ctrl+3?
  2. A shortcut to allow me to add a certain type of activity to a Timeline. For example, to add an “Email,” maybe Ctrl+Shift+E? Or Ctrl+Shift+U for an “Update?”
  3. Ways to navigate the CTA detail page other than clicking or using the browser’s tab function. I would like to be able to change the CTA Status from a keyboard command, select the CTA comments box via keyboard, and navigate the Timeline with only keyboard. Regarding the Timeline, it could be useful to have something like Ctrl+Shift+Tab to go down an item, Ctrl+Alt+Tab to go up an item, and right or left arrow keys to open or close a given activity, respectively.
  4. I also want to be able to navigate a list of CTAs (i.e. multiple Cockpit items) with the up/down arrow keys. It would be helpful to be able to select these CTAs without using the mouse.

 

There’s plenty more that I could add here. Overall, I would love to treat Gainsight like its own standalone software and have keyboard shortcuts available to perform every function that one could with keyboard + mouse. The ideal would be for a given user to be able to navigate all of Gainsight successfully without needing a mouse. This will (1) help advanced Gainsight users become more efficient in the system and (2) improve accessibility for those who have problems using a mouse!

aditya_marla
Rank
Userlevel 6

Hi @opilger : Thanks a lot for sharing these examples.

A

You’re welcome! I was thinking that other shortcuts that allowed me to attach documents to activities, trash a timeline activity, and log activities to timeline would be immensely helpful. For example, we could use “Alt+Q” to open the attachment option or “Ctrl+Enter” to log the activity. Hopefully this helps!

sai_ram
Rank
Userlevel 7
Badge +2

Thanks for the inputs! We will add this to our product backlog. 

carolyndibuono
Rank
Userlevel 3

I received a request similar to this today from my team! Specifically asking for a shortcut to submit Timeline entries after you update the Company in Drafts. Would be great to just select the Company and then have a shortcut to log, rather than having to scroll down and click submit.

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