The command palette is the fastest way to move around UnitConnect. From one search box you can find a record, jump to a page, or start a task without reaching for the sidebar.
Open the command palette
Do either of the following:
- Click Search, navigate, or take action… in the middle of the header (on a small screen, click the magnifying-glass icon).
- Press Ctrl + K (⌘ + K on a Mac). Press it again to close the palette.
Before you type, the palette shows:
- Recent — the records you opened most recently, newest first.
- Jump To — the main pages: Home, Properties, Invoicing, Banking, Vendors, Announcements, Tasks, Reports, Settings and Admin. If your company uses the expenses inbox, Expense inbox appears here too.
- Actions — Add new property..., Add new vendor..., Add new task... and Create invoice....
Search for a record
Type at least two characters. As you type, the palette searches your data and groups the results under Tenants, Vendors, Properties, Units, Accounts, Expenses and Invoices. Matching text is highlighted.
- Search by name — for example part of a tenant, vendor or property name.
- Search by number — type an account or invoice number (you can start it with #). When your search looks like a number, account, expense and invoice results are listed first.
- Search by phone number — type at least seven digits, written any way: (212) 555-0187, 212-555-0187 or 2125550187. Results appear once the seventh digit is in and narrow as you keep typing. The last seven digits on their own (555-0187) work too, for when you don't have the area code. The number that matched is shown under the tenant or vendor.
- Search by email — type the start of the address, including the @ (for example jane.smith@). A tenant's portal login email works as well.
A phone number or email that's on more than 20 tenants' contact details (usually the management office's own) isn't searched, so a call from the office doesn't list the whole building.
Typing also filters the Jump To and Actions lists, so typing rep offers Reports.
You only see result groups for records your role allows you to view. For example, the Invoices group needs permission to view invoicing.
Move around the palette with the keyboard
| Key | What it does |
|---|---|
| ↑ ↓ | Move through the results |
| Enter | Open the highlighted result |
| Ctrl + Enter | Open the highlighted result in a new browser tab |
| Esc | Close the palette |
Actions for the record you're viewing
When you have a record open — a tenant, a property or a vendor, for example — press / to open the palette scoped to that record. It lists where you can go from that record and what you can do with it (Actions). Type to filter the list.
To go back to searching everything, press Backspace in the empty search box, or click the × on the record's name at the start of the box.
When you open the palette normally from a record page, the same related links and actions appear at the top, labeled with the record's name.
Keyboard shortcuts
These work anywhere in UnitConnect, as long as you aren't typing in a field.
| Shortcut | Goes to / does |
|---|---|
| Ctrl + K | Open or close the command palette |
| / | Open the palette for the record on screen |
| [ | Collapse or expand the sidebar |
| G then H | Home |
| G then P | Properties |
| G then I | Invoicing |
| G then B | Banking |
| G then V | Vendors |
| G then T | Tasks |
| G then R | Reports |
For the two-key shortcuts, press G, release it, then press the second key within about a second.
Select several rows at once
In any list with checkboxes — expenses, invoices, documents, units, the two sides of a bank reconciliation — you can select a run of rows in two clicks:
- Click the checkbox of the first row you want.
- Hold Shift and click the checkbox of the last one.
Every row between the two is selected. A Shift-click on a box that's already checked clears the run instead. Keep holding Shift and click again to extend from the row you clicked last.
The run follows the rows as they're shown, after sorting and filtering, so rows you've filtered out or collapsed are never included.