How-to
Focused, step-by-step instructions for completing a specific task in the app.
Articles
8 articlesHow to add custom columns to a list
Shape a custom list around the contact or project information you need to track.
Read articleHow to change the Quick Search window shortcut
Choose a different system-wide keyboard shortcut for opening the Quick Search window.
Read articleHow to choose which items appear in the sidebar
Hide optional sidebar buttons you do not use while keeping their features available in Support Toolbox.
Read articleHow to create a Text Expansion shortcut
Turn a memorable shortcut into a response, link, code, screenshot, or custom text.
Read articleHow to disable the Quick Search window
Turn off the dedicated Quick Search window and unregister its system-wide keyboard shortcut.
Read articleHow to export a custom list
Export list data when you need to use or back it up somewhere else.
Read articleHow to find and reuse items with Quick Search
Open Search, find an item, and copy or insert it without leaving your current app.
Read articleHow to reorder links, discounts, responses, and screenshots
Arrange links, discounts, responses, and screenshots in the order that works best for you.
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