Quick Tip: use tabbed browsing to increase efficiency

By Adam Lewis on December 21, 2012 in Productivity

Tabbed Browsing

A simple (and useful) tip that makes working in AgencyBloc more efficient is the use of multiple browser tabs. Opening multiple tabs while working in AgencyBloc allows you to keep your place on one page while doing something else on another page. Whether you're multi-tasking or referencing multiple pages, tabbed browsing makes the work more pleasant and less time consuming. A win-win!

One of the most useful places to use tabbed browsing in AgencyBloc is the "View & Edit Entries" section of the Commission tab. When you see the "Policy not found" message next to a policy after importing your carrier commission statement the first step is to find out if the policy is indeed in your account. By opening a second tab in your browser you can look up the policy without leaving the "View & Edit Entries" page. This will allow you to go back and forth between pages in order to compare what's on the Policy Detail screen and what was imported.

See below for some general instructions on tabbed browsing:

General keyboard/mouse shortcuts (Windows)

Press Ctrl and click a link. Or click a link with your middle mouse button (or mousewheel). Opens the link in a new tab in the background .
Press Ctrl+Shift and click a link. Or press Shift and click a link with your middle mouse button (or mousewheel). Opens the link in a new tab and switches to the newly opened tab.
Press Shift and click a link. Opens the link in a new window.

Full chart

General keyboard/mouse shortcuts (MAC)

Press Cmd and click a link. Or click a link with your middle mouse button (or mousewheel). Opens the link in a new tab in the background .
Press Cmd-Shift and click a link. Or press Shift and click a link with your middle mouse button (or mousewheel). Opens the link in a new tab and switches to the newly opened tab.
Press Shift and click a link. Opens the link in a new window.

Full chart

In summation, to open a new tab while working in AgencyBloc, press CTRL as you click a link, or right-click the link and then click Open link in new tab. If you have a mouse with a wheel, you can click a link with the wheel to open it in a new tab. Hopefully this small tip will help you increase your efficiency while working in AgencyBloc and give you more time to focus on your business. Happy browsing!

  1. TAGS
  2. productivity
  3. training
Adam Lewis
Adam Lewis

Adam is the President of AgencyBloc. He wears any hat necessary at any time, but primarily he is our visionary and servant leader, making sure we all continue to have an awesome place to work and our clients have an extraordinary experience with our system. Favorite quote: "If you work really hard and are kind, amazing things will happen." - Conan O'Brien More articles

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