How to use browser shortcuts

If you’re like us, you’re in your NationBuilder control panel all day long – talking with your community, logging calls, looking at data, building filters, and more. At the office, we use a lot of cool browser shortcuts to save us time and keystrokes. Here are a few of our favorites.


Bookmarking

You can bookmark any page in the NationBuilder control panel. That’s right - your paths, your favorite donor’s profile, a saved filter - each aspect has a distinct URL. You can return to the same place by bookmarking the page, rather than following a series of clicks. It’s really useful to bookmark different views of your NationBuilder control panel that you use the most. For example, you can bookmark a list that you refer to throughout the day, or an important event page you often visit. In addition, you can personalize your personal followup view for easy access. That way, with a click of a button you can see any followups you have to complete. 

Example: bookmarking a path view
NationBuilder paths are the best way to track relationships with your supporters. Paths view is the best way to get the overall view of the people on your path to see what actions you need to take next. To bookmark a single path's view: 

1. Click on the path view button:Path view button

2. Select the path of your choice by clicking on the path picker:Path picker

3. Then select "Assigned to me" from the drop down: Assigned to me

Path_view

Now, bookmark this page as “NationBuilder Path View” or “Volunteer path” etc. in your browser. I recommend saving pages to your bookmark or favorites bar, so they are always easily accessible.


Using multiple tabs

Try opening different views of your control panel in multiple tabs within your browser window so you can easily switch between screens. If you’re planning an event, you might want to have the event page, the volunteer list, and a map view open as different tabs within the same browser. That way, you can easily switch between them while planning your event. You can edit and save all of these tabs independently of the other tabs open on your browser.


Using the back button

Simply put: you can do it. Pressing the back button on the NationBuilder control panel will work, and will take you back to the last screen you were on.

If you’re unclear on how this feature works, please ask a question. If you would like to see changes to this feature, please submit a suggestion.