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Shortcuts Sidebar

The Shortcuts sidebar provides quick access to commonly used features and can be customized by adding items to the My Shortcuts category or removing those no longer needed. Shortcuts are grouped by function, and items may be dragged into My Shortcuts to personalize the panel. The sidebar may also be floated, docked, pinned, or closed to fit individual workflow preferences.

 From the Window menu, select Shortcuts.

Add to My Shortcuts

  1. Left click to select and expand a category.
  2. Drag a shortcut to hover over it, then drop it into the My Shortcuts category. 
  3. Continue and repeat until all desired shortcuts have been added to your My Shortcuts group.

To remove a shortcut from the My Shortcuts group, right-click and choose Remove.


Below are the available shortcuts and their default groups.

Sales

  • Create New Invoice New Invoice
  • Weekly Accomplishment Sheets My WAS
  • Sales Transactions Invoices
  • Credit Receivables Credit Receivables
  • Customize Invoice Customize Invoice

Business Tools

  • Dashboard Dashboard
  • Reports Reports
  • Expenses Expenses
  • Trip Log Trip Log
  • Deposits Deposits
  • Profit & Loss Statement Profit & Loss
  • Business Tracking Register Business Tracking Register
  • Calendar Calendar
  • Charts Charts
  • Group Email Group Email
  • Print Single Label Print Single Label
  • Mailing Labels Mailing Labels
  • Envelopes Print Envelope
  • Calculator Calculator
Column Chooser

Contacts

  • Customer List Customer List
  • Create New Product New Customer
  • Address List Address List
  • Create New Product New Address Contact
  • List Builder List Builder
  • Preferred Customers Preferred
  • Find People Find Contact
  • Auto Delivery Auto Delivery
  • All Calls Contact Log
  • Import MyCustomers Import MyCustomers

Unit

  • Customer List Unit List
  • Create New Product New Consultant
  • Backordered Product Production & Projections
  • Weekly Accomplishment Sheets WAS
  • Consultant Recognition Recognition
  • Import Consultants Import Consultants
  • Import Production Import Production

Products

  • Backordered Product Backorders
  • View Products & Inventory Inventory
  • Create New Product Create New Product
  • Inventory Orders Orders
  • Product Replacement Product Replacement
  • Loan/Borrow & Exchanges Loan/Borrow
  • Product Sales Events Sales Events
  • Find Product Find Product

Settings and Help

  • Preferences Preferences
  • Getting Started Getting Started
  • What's New What's New
  • Help Help
  • MSS.pngMain Street Software Online
  • Mary Kay Online Mary Kay Online
  • Synchronize Avenue Sync
  • Backup Backup
  • Recycle Bin Recycle Bin
  • Alerts & Colors Application Settings
  • Reward Settings Reward Settings
  • Checklist Settings Checklist Settings
  • Close All Windows Close All Windows
  • Cascade Windows Cascade Windows
  • Tab	 View Tabbed View

Additional Information:

More Resources

  • Billing Account

    Sign in to your billing account to access invoices, make changes to your subscription and more

  • Support Hours

    9 am - 5 pm PT Monday to Friday

  • Events

    Watch recent replays and register for upcoming webinars

  • Videos

    For how-to videos visit our Boulevard software channel on Vimeo