Hot Keys
Contents
Hot Keys Overview
If you're a keyboard user vs. a mouse user, Advisors Assistant has Hot Keys assigned to most of the screen elements and buttons available in the program.
Hot Keys are especially needed if you're using a voice activated software package, like Dragon Naturally Speaking.
A summary of the Hot Keys is below.
To enter today's date, press F2. This works in notes and in date fields.
To enter today's date and the current computer time, press F3 in Notes Fields, but not date fields.
View Screen Hot Key Commands |
Hot Key |
Name Lookup |
Alt+Q |
Phone Lookup |
Alt+P |
Scan File |
Alt+Shift+S |
View Scanned/Stored File |
Alt+Shift+V |
Store File |
Alt+Shift+Z |
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|
ACTION BUTTONS |
Ctrl+Alt+ |
Add |
A |
Modify |
M |
Delete |
D |
Report |
R |
Word |
W |
Excel |
E |
Dial |
I |
|
|
VIEW CLIENT SCREENS |
Alt+ |
Investments |
V |
Insurance |
I |
New Biz |
B |
Notes |
N |
Markets |
M |
Links |
K |
Group / Household |
O |
Files |
L |
FlexFields |
X |
Pages |
G |
Events |
S |
Modify A Telephone Number |
Ctrl+T |
Modify An Address |
Ctrl+R |
Modify A Contact Name |
Ctrl+N |
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|
VIEW POLICY SCREENS |
Alt+ |
Client |
I |
Coverages |
C |
Producers |
P |
Files |
L |
Policy Notes (Button) |
N |
Modify Insurance Policy |
Ctrl+I |
Modify Coverage |
Ctrl+R |
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|
VIEW COVERAGE SCREENS |
Alt+ |
Client |
I |
Policy |
Y |
Riders |
R |
Benefits |
S |
FlexFields |
X |
Relations |
L |
NewBiz |
B |
Pages |
P |
Modify Insurance Policy |
Ctrl+I |
Modify Coverage |
Ctrl+R |
|
|
VIEW ACCOUNT SCREENS |
Alt+ |
Client |
I |
Investments |
V |
Transactions |
N |
Relations |
R |
Allocations |
C |
NewBiz |
B |
Reps |
P |
Files |
L |
Account Notes (button) |
N |
Modify Account |
Ctrl+T |
|
|
VIEW INVESTMENT SCREENS |
Alt+ |
Client |
I |
Account |
C |
Transactions |
N |
Cost Basis |
B |
Positions |
S |
History |
Y |
Pages |
P |
FlexFields |
X |
Modify Coverage |
Ctrl+I |