Here's a quick overview of the navigation tools in Clay that will help you efficiently use these features to streamline tasks, access frequent actions, and navigate within the app.
Command Bar
The Command Bar is a convenient way to access frequent actions or perform searches on Mac, Windows, or Web.
How does it work?
The Command Bar is context-dependent and displays different actions based on what you’re viewing. Use the Command Bar to quickly take a note, create a new card, navigate to any view, contact support, or search anywhere within the app—pull it up with ⌘K on Mac or CTRLK on Windows.
When accessed in a card, the Command Bar displays additional shortcuts for person-specific actions like changing the reconnect cadence, adding to a group, editing, archiving, and merging. Similarly, group-specific actions are displayed when used in a Group. Examples are editing the group, copying everyone's email addresses, adding people, and deleting the group.
When pulled up with selected contacts in Search or a Group, you can add them to a group, archive, merge, or copy their email addresses.
Swipe Actions
On iOS, Clay supports swipe actions in and search:
- In Home, you can swipe to the right to star, or reach out to a contact. Swipe to the left to take a note, change the reconnect cadence, or dismiss the reminder
- In Search, swiping to the right reveals the option to star or reach out to a contact, and swiping to the left allows you to change the reconnect cadence or add a note
Keyboard Shortcuts
Most actions in Clay have an associated keyboard shortcut that makes them accessible with one tap. You can access the latest list of keyboard shortcuts by typing ? on any screen.