#78 360 View

Sep 8, 2016

Did you know that there’s a 360 Degree Tab now located at the bottom left corner of the Advisors Assistant View Screen? This Tab gathers activities pertaining to the contact from all over Advisors Assistant and puts them all in one place. You no longer have to go to the Notes Tab, Calendar, Workflow, Insurance Tab, File History, New Business, or Internal Messages perspective to see the most current information for your client – it’s all located under this easy to view screen!


You can sort the information by Column Headers or even double-click on any of the items to navigate to the corresponding screen. If there is a column you don’t need to see, you can right-click on the header to remove that column from view.

You can even change the amount of time you are viewing by changing the perspective on the screen. You can choose to just see 1 month back or view the entire year history for the client.


Just another way Advisors Assistant helps organize all of the important client data and saves you time!

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