The Quick Access menu

Reports Federated Search Client Information Contacts (eCRM, Client Contacts, Account Team) Federated Search Quick Links Quick Links Defects. Video Links. Client Migration. Defects. Video Links.

InquiryPoint introduces two new ways to quickly access your most frequently used functions.

Quick access bars in InquiryPoint.

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

Defect
Client Migration icon. Client Migration

This Quick Access menu appears when you sign in to InquiryPoint. You may not be able to use all quick access icons.

Select this icon... To view this related to the selected inquiry from the Quick Access menu.
Link to Videos and Client360 Training Quick links
Client Information icon. Client information
Contacts icon. Contacts (eCRM, Client Contacts, Account Team)
Federated Search icon. Federated Search (Search for Knowledge in a new browser tab)
Defect icon. Defect
Video links icon. Video Links

This Quick Access menu appears after you open an inquiry. You may not be able to use all quick access icons.