Quick Tools Overview
- 12 Jun 2023
- 1 Minute to read
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Quick Tools Overview
- Updated on 12 Jun 2023
- 1 Minute to read
- Print
- DarkLight
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Quick Tools are links to tools that help you perform common functions/tasks.
Quick Tools are located in the dark blue drop down box in the upper right section of the application:
Quick Tools can be used for the following functions:
Opens a new window to allow you to send an email through the Bryt system | |
Add a Contact | Takes you to the Add a Contact page |
Opens a new window to allow you to create an activity record related to the record you are viewing. | |
Delete a Record | Allows you to delete the record that you are viewing |
Create a Loan | Takes you to the Create a Loan Wizard |
Record a Payment | Takes you to the Loan Payment Wizard |
Payoff Calculator | Launches the Payoff Calculator |