Add keyboard shortcut for adding users / attendees to an activity

  • 7
  • Idea
  • Updated 3 days ago
  • Implemented
When creating an activity and adding users or attendees (internal or external) - you have to type the name then switch to a mouse and click to select.  I'd love to see a way to add attendees entirely from the keyboard or entirely with a mouse so you don't have to switch.
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Lucy Danford

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Posted 7 months ago

  • 7
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Sai Ram Pulluri, Official Rep

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@Lucy, Sorry for the inconvenience caused, We have planned a lot for Timeline improvements in 2018.This is a valid ask,  we will definitely consider your request. 

Thanks for posting. 
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Manmeet Dosanjh, Champion

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+1 to this request. I would like to also add that we enable keyboard commands/shortcuts when searching for a customer as well. It gets quite tedious having to switch back to your mouse to select the customer after typing the name in the search window. 
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Sai Ram Pulluri, Official Rep

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Hi All, this is fixed and available in October release. You are no longer required to switch to mouse/trackpad for selecting.

Keyboard support while selecting Attendees, Accounts and Relationships in Global Timeline: When creating an activity and adding Internal/External Recipients or Attendees in Timeline Activities, you can now select the desired recipient’s/attendee’s name from the given list of options by using the arrow keys on the keyboard .


Please refer the release notes for more information. 

Thanks for posting!​
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Manmeet Dosanjh, Champion

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Thanks Sai! 

Is there a plan to roll out keyboard support for the Customer search as well? I believe that would be a great addition as well, since most CSMs have complained that they have to use their mouse after typing in a customer name to select the account. 
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Sai Ram Pulluri, Official Rep

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Hi Manmeet, sure thing, I've created a new post for the above request and redirecting to product team. 
please follow the post for more updates .
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Manmeet Dosanjh, Champion

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Thank you!