The Quick Menu provides shortcuts to commonly used actions and tools in AdviserLogic. From here, you can quickly add records, create notes and tasks, manage documents and emails, and access other frequently used features.

The Quick Menu is available from the left-hand side of the Adviser Home screen and can be accessed from wherever you are in AdviserLogic. The functions available from the Quick Menu are not client specific, allowing you to perform common actions for any client without first opening a client record.

To expand the Quick Menu, hover over the menu panel on the left-hand side of the screen. The menu expands to display the available shortcuts.

From the Quick Menu, you can perform common actions such as adding a client or business, creating a quick note or task, accessing documents, managing emails, opening the diary and workflows, calculating fees, and accessing other adviser tools.

Because these functions are not client-specific, you can use them wherever you are in AdviserLogic. Where an action requires a client or business to be selected, you can choose the relevant record as part of the process.

Select Quick Menu to open the available shortcuts. The menu displays the areas and actions available to you based on your AdviserLogic access and the modules enabled for your practice.

Select Add Client to create a new client record in AdviserLogic. This shortcut takes you directly to the area where you can enter the client's details and establish their record in the system.

For detailed instructions, see How to add a new Client.

Select Add Business when you need to create a new business entity. You can use this option to establish the business record and enter the relevant entity details.

For detailed instructions, see Adding a buisness client.

Select Quick Note to quickly record information without navigating to the full notes area. This can be useful when you need to capture a client-related note or record an item for follow-up.

For detailed instructions, see Using Quick Notes.

Select Quick Task to create a task directly from the Quick Menu. You can use this shortcut when you need to record an action, allocate responsibility or set a due date.

For detailed instructions, see Using Quick Tasks.

Select Quick Vault to quickly access documents stored within AdviserLogic. This provides a convenient way to locate or manage documents without navigating through the full document area.

For detailed instructions, see Using Quick Vault.

Select Adviser Docs to access adviser documents and resources available within AdviserLogic. This can include commonly used documents and materials required as part of your advice processes.

For detailed instructions, see Using Adviser Docs.

Select Email to access the email functionality available within AdviserLogic. You can use this area to manage emails and work with correspondence associated with your clients and practice.

For detailed instructions, see Using Email in AdviserLogic.

Select Import Email when you need to bring an email into AdviserLogic so it can be recorded and associated with the appropriate record.

For detailed instructions, see Import an Email.

Select Diary to access your diary and manage appointments and scheduled activities. This provides a quick way to view and update your upcoming activities without leaving AdviserLogic.

For detailed instructions, see Using the Diary.

Select Workflow to access your practice workflows. Workflows can help you manage processes, track progress and ensure that required activities are completed.

For detailed instructions, see Using Workflows.

Select Zapier to access the integration between AdviserLogic and supported third-party applications. Zapier can be used to connect systems and automate selected tasks.

For detailed instructions, see Using the Zapier Integration.

The Quick Menu is intended to provide fast access to frequently used features. It does not replace the full navigation available within AdviserLogic, and some features may provide additional functions when accessed through their main menu area.

The options displayed can vary between users. Your available menu items are determined by your permissions and the features enabled for your practice.

If an option is not available in your Quick Menu, check whether the feature is enabled for your practice and whether your user account has the required permissions.

If selecting an option does not open the expected feature, refresh AdviserLogic and try again. If the issue continues, contact your practice administrator or AdviserLogic Support for assistance.