Using the Quick Action Menu

Introduction

The Quick Action Menu (formerly called the Quick Add Menu) allows users to quickly access commonly used actions in BindHQ without navigating away from their current workflow. This feature helps streamline daily tasks and improves efficiency when creating records or logging activities.

Quick Action Menu Overview

The Quick Action Menu is a shortcut tool that enables users to perform common actions from anywhere in the system.

All users have access to the following options:

• New Application - Start a new application from anywhere in the system.

• Assign Task - Create tasks, choosing the assignee, task type, insured and application or policy.

• Log a Retail Agency Activity - Log calls or in-person interactions with retail agencies and retail agents for tracking and follow-up.

• Make a new payment - Opens the New Payment screen in Accounting, allowing users to create a payment transaction.

• Record a new receipt - Opens the New Receipt screen in Accounting to record incoming payments or receipt transactions.