#38 QR Code
Did you know that you can right click on the Dial Button ( ) from any View Screen in Advisors Assistant for that client’s QR Code? Most smart phones have a free app that can read a QR Code and use the information stored within the code to import the contact information onto your phone. You’ll need a QR Code reader in order to use this feature.
The Advisors Assistant QR Code contains the following information:
- The Contact Name
- The Addressee showing on the View Screen
- The Street Address showing on the View Screen
- The Country
- The Phone Number showing on the View Screen
- The Email Address showing on the View Screen
Once the information is on your phone, you can then add that person as a contact or send it in an email.