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Command palette & keyboard shortcuts

Short answer: Press ⌘K (or Ctrl-K) anywhere to open the command palette. Type a few letters to jump to any page, contact, fund, or a cash movement by its `MV-####` id — it even switches Admin/Investor view when the destination lives in the other one.

Press ⌘K (or Ctrl-K) anywhere to open the command palette. Type a few letters to jump to any page, contact, fund, or a cash movement by its `MV-####` id — it even switches Admin/Investor view when the destination lives in the other one.

Other shortcuts: `1/2/3` for tabs, `f` to favorite, `/` to focus the table filter, `?` for the shortcut overlay, `Esc` closes things. Right-click any table row for quick actions.

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Applies to: firm teams and investors · Section: Basics · Updated 2026-10-14