Ctrl + 1

The ‘Ctrl+1’ shortcut is a very handy tool in streamlining the use of Paradigm. When used, it will bring up an Add/Search box that will allow a user to add new records such as orders, quotes, customers and vendors as well as search for these items in Paradigm.

NOTE: When in Paradigm, selecting any text and then pushing ‘Ctrl+G’ will open the Add/Search box and copy the selected text into it and start a search for it automatically.

New Records 

When the window opens, the first noticeable thing on it will be the multi-colored buttons at the top. These buttons will open forms to enter new items depending on which button was pressed. So if for instance, ‘Order’ was pressed then, Paradigm would open the new order form. Other options include Quotes, Invoices, Receive Payments, and Customers.

Searching

Below these buttons, there is a search bar.

This search bar allows a user to search Paradigm for any of the following items.
-Quote,Estimate, Order, Back Order
-Invoice, Job Transfer, Finance Charge
-Request for Quote, Purchase Order, Manufacture Order
-Purchase Invoice, Bill
-Prepayment, Receivable, Payable, General Journal, Checks
-Inventory Items, Jobs, Inventory Builds

To search, simply enter the ID number of the item that is to be found. In some cases, records can be found by searching for things besides ID numbers. These cases are mentioned later on in this FAQ.

NOTE: Selecting an option from the drop-down limits the search results to only that type of item. In the case of customers, vendors, and products, unchecking the boxes below the search bar will limit the fields that Paradigm searches for the criteria that was provided.

NOTE: The back arrow beside the search bar will bring back the previous search and the drop-down arrow to the left of it will give a list of previous searches.

Searching for Documents

In the case of searching for a document such an order or an invoice, entering a whole ID number such as “OE-0561472” will return that record; and since there is only one match, Paradigm will also return the ‘View Related’ items for that transaction and highlight the line for the actual transaction you entered. To open a record, click on the folder icon beside it or double-click on it. To bring up a broader range of results, just enter the number portion of the ID (“0561472”) and all of the transactions with that number will be returned as well.

NOTE: Clicking the binoculars beside an item will do a search for the ID Number in that row.

Searching for Customers

A customer can be found by searching for Customer ID, First Name, Last Name, Company Name, Notes, Address and Phone Number.

NOTE: When a customer is searched for by their customer ID, their account balance and credit limit will be shown as well as any open quotes or orders from the last 30 days.

Searching for Vendors

Similarly, vendors can be found by searching for Vendor ID, Contact Person, Notes, Address and Phone Number.

NOTE: When a vendor ID is searched for, any purchase orders or request for quotes from that vendor which have been released but not completed will be shown.

Searching by Phone Number

If a phone number is searched and it is not in the system, there will be an option to add it to an existing contact. Clicking one of the options will bring up the search form for customers or vendors. Either double click on the correct one or select it and click ‘Insert Selected.’ If the phone number is for a new customer, click the button at the top of the search form to create a new customer, and the number will be added to the new contact automatically.

Searching for Products

If, when searching for an product in inventory, ‘All’ is selected from the drop-down, you must use the product ID of the product that you are trying to find. By selecting ‘Product’ from the drop-down, however, it is also possible to search by Description, Category, Subcategory, Vendor Number, and Notes.

Ctrl + 2

By pressing ‘Ctrl+2’ you get a form that has the same features as the ‘Ctrl+1’ as well as quick access to many additional forms for entering new items. These forms include Quotes, Request for Quotes, Orders, Purchase Orders, Invoices, Purchase Invoices, Receive Payments, Manufacture Orders, Vendors and Customers.

Note: To alternate between the Ctrl + 1 or the Ctrl + 2 form without losing the current search, press the shortcut for the one that is not currently open.

For example, here the Ctrl + 1 form is open and has a search and its result showing.                                                                                                     

Pressing Ctrl + 2, will change the Ctrl + 1 form to the Ctrl + 2 form.

Ctrl + J

Highlighting text and pressing ‘Ctrl+J’ allows a user to by-pass the ‘Ctrl+G’ form, by opening the item returned at the top of the search list automatically, with out opening the search form.

F1 and Shift+F1

Use ‘F1’ and ‘Shift+F1’ to move between open tabs in Paradigm. ‘F1’ will move to the next tab on the right and ‘Shift+F1’ will move to the next tab on the left.
Note: Holding in ‘Shift’ and pressing ‘F1’ repeatedly, will be interpreted by Paradigm as if only ‘F1’ is being pressed. In order to move left, release ‘Shift’ and then press ‘Shift’ and ‘F1’ simultaneously.

Ctrl + Shift + A

Highlight text and press ‘Ctrl+Shift+A’ to open the audit trail for the text that is highlighted. You will need permission to open the audit trail for this shortcut to work.