#6 Recent Names List

Dec 14, 2015

Save Time with the Recent Names List

Did you know that Advisors Assistant automically keeps track of the last names you were working with? That way you can quickly go to a name you were recently viewing without having to look the name up again.

The Recent Names List is at the bottom of the Toolbar to the left of the ClearView Screen. Just click on a name to select it!


You can control how many names Advisors Assistant keeps track of in your Recent Names List. Just go to File | User Preferences. You can choose a number up to 99.


Pin It on Pinterest

Share This