Hot Keys

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.

Date & Time Function Keys

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

 

 

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

 

 

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

 

 

 

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