Search and Navigation in the Quick Actions Screen
Quick Actions is a screen that opens over the current page from anywhere in the system, giving you direct access to actions, pages, reports, and settings without navigating through menus. This guide explains how to open the screen, its parts, browsing categories, searching, and keyboard navigation.
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Note: The screen shows the actions available to you based on your permissions and the apps active in your account.
Contents
Open the Quick Actions screen
You can open the screen in two ways from any page:
| Method | Steps |
|---|---|
| Add button | Click the + button in the top bar. |
| Keyboard shortcut | Press Ctrl + /, or ⌘ + / on Mac. |
The screen opens over the current page without leaving it, with the cursor placed directly in the search box.
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Note: The Ctrl + / shortcut doesn’t work while you’re typing in a text field on the page. Click outside the field first, or use the + button.
Screen layout
| Part | Content |
|---|---|
| Search box | At the top of the screen, labeled Type a command, for typing what you’re looking for. |
| Keyboard hints | Next to the search box: Navigate with the arrow keys, Close with Esc, Start Search with Ctrl + /, and the Configure button to open Commands Configuration. |
| Categories list | On the side of the screen: Quick Actions, Sales, CRM, HRM, Inventory & Purchases, Operations, Accounting, and Global & Settings. |
| Content area | Shows the actions of the selected category, or the search results when you type. |
Quick Actions section
When you open the screen, the Quick Actions section appears. It includes:
| Group | Content |
|---|---|
| Pinned Actions | The actions you pinned, each with its keyboard shortcut. Appears when you have at least one pinned action. |
| Frequently Used Actions | Actions the system adds automatically based on the actions you use most. |
| Quick Actions | Suggested actions based on the apps active in your account. |
At the end of the section are the Pin Current Page and Assign New Shortcuts cards. A pinned action isn’t repeated in the other groups.
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Note: Click any action card to open its page directly.
Browse system categories
- Choose a category from the categories list, such as Sales.
- The category’s groups appear, such as Sales, Installments Management, and POS. Choose the group you need.
- The group’s actions appear. Click an action to open its page.
To go back one level, click the arrow next to the group name above the actions.
Search
- Type at least two characters in the Type a command box.
- The Search Results appear with their count, divided into groups by result type.
- Click the result you need to open it.
| Group | What it shows |
|---|---|
| Matched Actions | Pages and actions, such as create and manage. |
| Matched Settings | A specific setting with its path: the settings page, then the section it’s in. |
| Matched Reports | Reports that match what you typed. |
| Found in Disabled Features | Actions that belong to apps that aren’t active in your account. |
- The search tolerates minor spelling mistakes; for example, Manage Invoices appears when you type “invoce”.
- Below each result, its location in the system appears, such as: Sales → Sales.
- To clear what you typed, click the × icon inside the search box.
Disabled feature results
Results in the Found in Disabled Features group appear faded, and their location starts with Apps Manager. When you click one, the message This feature is not active. Would you like to activate it? appears:
- Click Activate to go to the Apps Manager page and activate the app.
- Or click Cancel to close the message.
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Note: This section appears for the owner and for users with the permission to manage apps.
Keyboard navigation and closing
| Key | Function |
|---|---|
| Arrow keys | Move between cards. |
| Esc | Close the screen. |
| Ctrl + / | Move the cursor to the search box when the screen is open. |
You can also close the screen with the × button at the top of the screen.
Common problems and solutions
| Message | Cause | Solution |
|---|---|---|
| No results found for ‘…’ | No action, setting, or report matches what you typed, or you don’t have permission to access it. | Try another word or a shorter name, or ask your system admin for the permission. |
| Unable to load quick actions | The screen data couldn’t be loaded. | Close the screen and open it again. |
| This feature is not active. Would you like to activate it? | The result belongs to an app that isn’t active. | Click Activate, then activate the app from Apps Manager. |
FAQs
Does opening Quick Actions close the page I’m working on?
No. The screen opens over the current page, and you return to it when you close the screen.
How many characters do I need to start searching?
At least two characters.
Do I have to type the action name exactly as it appears in the system?
No. The search tolerates minor spelling mistakes and shows the closest results to what you typed.