Fast Navigation
Looking for a shortcut? Below the navigation bar, first click any empty place on the screen. To open the Fast Navigation screen using your keyboard, press Alt and N. Type a command, then press Enter, and eTapestry takes you to the area of that matched that command.
Note: You can only access areas for which you have security rights.
All commands are single compound words and do not include spaces, such as "userdefinedfields." If you include spaces when you type the command, eTapestry removes them for you.
However, when you use search and find commands, the spaces will not be removed. For example, if you type "find john smith", eTapestry searches for "john smith," not "johnsmith."
You can also type the first few letters of a command instead of the full command. For example, if you type "use," eTapestry takes you to the user-defined fields page. If more multiple commands start with the letters you typed, such as myuser, myorg, and mydropbox, and you typed "my" then fast navigation takes you to the first command listed in the table of commands that starts with "my" (in this case "myuser").
Tip: To use fast navigation, your internet browser must allow scripted windows. If you use Internet Explorer and it has block this type of window, a message appears in the URL bar. Click the message and then select Temporarily Allow Scripted Windows. To permanently enable Fast Navigation in Internet Explorer, from your browser's Tools menu, select Internet options, the Security tab, and then Custom level. In the Settings window, locate the Scripting section. Under Allow websites to prompt for information using scripted windows, select Enable and then click OK. Confirm the change and click OK.
Some commands can be used from anywhere in the database. Others can only be used from an existing account (such as "AddGift").
These general commands can be used from any location in the database.
Command |
Goes to |
---|---|
welcome | Home dashboard page |
reports | Report and Export Categories page |
queries, query | Query Categories page |
document, documents, thankyou, communication, emails, massemail, receipt | Communication Categories page |
imports, advancedimport, advimport | Import Categories page |
userdefinedfields, udfs | User Defined Field Categories page |
funds | Funds page |
campaigns | Campaigns page |
approaches | Approaches page |
letters | Letters page |
quickgiftentry, quick, qge | Quick Gift Entry page |
massupdates, updates | Mass Updates page |
myuser | your user account's Home page |
myorganization, organization | the org account's Persona page |
mydropbox, dropbox | your user's Drop Box |
myscheduleditems, scheduleditems | Scheduled Items page |
securitygroups | Security Groups page |
cart | Cart page |
personalfundraising,fundraisers, events | Fundraisers page |
advfind, advancedfind | Advanced Find page |
standardreports, specialreports | eTapestry Standard Reports page |
standardexports, specialexports | eTapestry Standard Exports page |
duplicatereport | Duplicate Report Launch page |
addaccount, account | Add Account |
logout | Logs you out of eTapestry |
find..., search... | Uses Quick Find to search for whatever text was typed in after find or search |
/[account number] | This opens the Home page of account with the corresponding account number. |
//[account number] | Uses Quick Find to locate the corresponding account number and opens the search results page. |
help | Opens the WikiHelp window with the Main page of Help displayed |
When you have an account record open, you can use these account-specific commands.
Command | Goes to |
---|---|
home, homepage | account's Home page |
personas | account's Personas page |
relationships | account's Relationships page |
journal | account's Journal page |
accountsettings, other | account's Account Settings page |
definedfields | account's Defined Fields page |
addgifts, addpledges | New Gift/Pledge screen |
addpayments |
If account has open pledge, this opens a Payment screen for that pledge. If account has multiple open pledges, this opens the screen that lists out those pledges and asks you to choose pledge to which the payment should be applied. If account has no open pledges, this opens a page that indicates no open pledges, and provides links to Add Gift/Pledge or Go to Journal. |
addsplitgifts | New Split Transaction screen |
addnotes | New Note screen |
addcontacts | New Contact screen |
addcalendaritem | New Calendar Item screen |
addrelationships | Relationship add screen |