What is an intelligent shortcut and how do you find them?


If you hover over anything and your mouse pointer looks like this, you've found an intelligent shortcut!



If you click, you'll get a popup that gets you to some quick information and actions related to what you have hovered over.


You may sometimes find that you can even get popups over popups.... here are a few examples - let us know if you have ideas for more!


Client Shortcut

Hovering over a client name gets you to a client shortcut where you can get some quick information about the client and take some quick actions like adding a message, a note or even creating a one-off task.
Job Shortcut

Hovering over job related information like its name or a step gets you to a job shortcut where you can get some quick information about the job and take some quick actions like changing the status of the job or marking steps as completed.
Service Shortcut over a Job Shortcut

Here we first clicked on the Job shortcut and then clicked on the Service shortcut that is on the Job popup. You can get carried away with this!