Fast Navigation & Shortcuts
BiiTrust is built for high-speed, friction-free operation. Whether you prefer desktop keyboard shortcuts or one-thumb mobile gestures, you can navigate between borrower accounts, loan schedules, and cashier desks in seconds.
1. Desktop Keyboard Shortcuts
Power users and counter tellers can operate BiiTrust entirely from the keyboard without reaching for a mouse:
| Keystroke | Action | Where It Works |
|---|---|---|
/ | Open Global Search console | Any page (when not typing in an input field) |
Ctrl + K (or Cmd + K) | Open Global Search console | Anywhere across the application |
↑ / ↓ (Arrow Keys) | Move highlight up or down through search result cards | Inside search results list |
Enter | Open the highlighted card, screen, or borrower profile | Inside search results list |
Esc | Clear search text or close the search overlay | Inside search console |
Tab | Move forward to the next form field | Inside any multi-step flow |
Shift + Tab | Move backward to the previous form field | Inside any multi-step flow |
2. Mobile Dock Navigation (≤ 700px)
On mobile handsets, the floating bottom dock provides five primary access points tailored to your role:
┌────────────────────────────────────────────────────────┐
│ ( ⌂ ) ( 👥 ) [ 🔍 Search ] ( 📄 ) ( ⋯ ) │
│ Home Clients (Center Pill) Loans More │
└────────────────────────────────────────────────────────┘
Role-Specific Dock Configurations:
- Loan Officer: Home · Clients · Search · Loans · More
- Branch Teller: Home · Clients · Search · Payments · More
- Branch Manager: Home · Approvals · Search · Loans · More
- Executive Director: Home · Portfolio · Search · Approvals · More
- Accountant: Home · Journals · Search · Trial Balance · More
- Compliance Officer: Home · KYC · Search · Queue · More
- System Administrator: Home · Clients · Search · Loans · More
3. The More Screen (/more)
If a feature does not have a dedicated slot on your mobile dock, tap More (the 5th slot):
- Opens a clean, organized directory of every screen accessible to your role.
- Organized into clear functional cards:
- Clients: Borrower directory, registration, guarantor link tool.
- Lending: Loans, arrears, collection sheets, collateral register.
- Payments: Counter cashier desk, M-Pesa clearing feed, reversals.
- Ledger: Journals, Chart of Accounts, financial statements.
- Reports: Operational reports, portfolio risk, cash position.
- Settings & Audits: Product configuration, audit logs, sign out.
- Each row displays an active badge if work is waiting (e.g., “Approvals: 5 waiting”).
- Tap any row to open the tool immediately.