#64 One Click to Insert Current Date

Did you know that, with one click, you can insert today’s date into any date field in Advisors Assistant?

From any date field, whether it is an event follow-up, FlexField, Search Criteria, Workflow, etc. you can press ANY letter key in a blank date field (we like “T for Today”) and Advisors Assistant will automatically fill in today’s date. You don’t have to open the calendar box and click on TODAY to fill in the current date!

You can also double-click in the blank date field to automatically enter today’s date.

Remember, T or double click!

Just another way Advisors Assistant saves you time!

Just another way Advisors Assistant saves you time!