Navigate

The Quick Access menu includes various links and resources.

Select this icon...	To view this related to my team or all core clients from the Quick Access menu.
	Quick Links to frequently used resources (Client360 training and your team's selections)
	Portfolio health
	CRM
	Upgrade
	Deployment
	Reports (work with reports in a new product tab)
	Federated Search (Search for Knowledge in a new browser tab)
	Defect

When you select an inquiry, your Quick Access options change.

Select this icon...	To view this related to the selected inquiry from the Quick Access menu.
	Notes
	Quick links
	Client information
	Products
	Core
	Contacts (eCRM, Client Contacts, Account Team)
	Upgrade
	Federated Search (Search for Knowledge in a new browser tab)
	Defect
	Video Links

Learn more about the Quick Access menu.

You can enter detailed search criteria into the "Type to add parameter" search box to view related information. Refer to Search for a client for more information.

Search results appear in a separate tab named by your query text followed by "- Search Results". There is no limit to the number of tabs you can open in this window. However, as a best practice we recommend limiting the number of tabs so that you can easily navigate between them.

Select My Inquiries to view all inquiries to which you are assigned.

You can filter your inquiries by the assigned team. Additionally, you can perform a parameter search to view a narrow list of your assigned inquiries.

Select an inquiry from the list to view details in the Inquiry Details panel.

Select My Team's Inquiries to view all inquiries to which your team is assigned.

You can filter your team's inquiries by the assigned team. Additionally, you can perform a parameter search to view a narrow list of inquiries.

Select an inquiry from the list to view details in the Inquiry Details panel.

Select Unassigned Inquiries to view all inquiries to which no associate or team is assigned.

You can select the checkbox for any inquiries, select an assignment group and individual, and then select Assign to assign the inquiry to an associate or group. Additionally, you can perform a parameter search to view a narrow list of unassigned inquiries. The parameter filter and Select All option can help you to assign a group of inquiries to a group or associate.

Select an inquiry from the list to view details in the Inquiry Details panel.