Quick Tools Overview
  • 12 Jun 2023
  • 1 Minute to read
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Quick Tools Overview

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Article summary

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:

Send an Email

Opens a new window to allow you to send an email through the Bryt system

Add a ContactTakes you to the Add a Contact page

Add User Note

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 LoanTakes you to the Create a Loan Wizard
Record a PaymentTakes you to the Loan Payment Wizard
Payoff CalculatorLaunches the Payoff Calculator



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