As we all continue to use more screens with larger displays and novel new aspect ratios, some of Advisors Assistant’s simpler features have become increasingly important. The Advisors Assistant workstation resizes like other Windows applications and has the ability to arrange data panes within its workspace. This gives you greater flexibility in displaying your data and comes with some extra controls, as well. When you change your displays, these three tips will help you deal with your new view.

Pane Resizing Options

The various information panes inside Advisors Assistant can be resized by dragging their edges, just like other Windows applications. This can be used, for instance, to keep basic contact details visible while you review client notes.

Display Awareness

Advisors Assistant records the details of its last opened state. This means that every time you open your workstation, it returns to the last size, screen position, and layout it used. This is a great time-saving feature on one monitor or multiple monitors of the same size, but can cause unexpected changes in sizing if you have multiple monitors of differing sizes. The best practice for using multiple monitors is to open Advisors Assistant from a Windows Taskbar shortcut on the monitor where you last used and resized it.  This will ensure a consistent experience.

Fit Window To Screen Button

Every feature in the Advisors Assistant workstation features a way to maximize the currently focused panel’s size. In the primary name screen it is in the center left below the context-based action buttons.  Within other panes, such as the notes pane, it is in the lower right. Selecting this allows you to quickly undo changes made by manually resizing panes or when dragging the entire workstation window between monitors of differing resolution.