What Does This Button Do? Hidden Shortcuts in Quivr That Save Time and Clicks
When it comes to running an efficient advisory firm, speed matters. The faster you can access client information, the more time you can spend focusing on what actually drives value to the client—planning, strategy, and relationships. That’s why Quivr is built with powerful shortcuts and features designed to reduce clicks, surface key data instantly, and streamline your workflow. The catch? Many of these tools are hiding in plain sight.
Below are some of the most overlooked features that can dramatically improve your daily experience inside Quivr.
The “More” Button: Small Click, Big Insight
Across dashboards and widgets, you’ll often see a “More” button. It may look simple, but it unlocks deeper functionality without requiring you to open a new record or navigate away from your current screen.
With one click, you can:
View expanded data sets
Sort and filter results
Search within that specific widget
Adjust how many records display
This means you can quickly investigate tasks, meetings, or workflows without breaking your flow.
Hover Previews: Instant Context Without Navigation
Another hidden productivity booster is hover functionality. When you hover your cursor over certain fields or links, Quivr may display a quick preview of related information. This allows you to gather context without opening additional tabs or pages.
For example, hovering over a client name, task, or related record can reveal:
Key details
Recent updates
Associated records
It’s a subtle feature, but it can save dozens of clicks per day.
Search Smarter, Not Harder
Many users default to clicking through menus to find records. While that works, the search bar is often the fastest path. Quivr’s search doesn’t just locate households or contacts—it can surface meetings, reports, tasks, and more. Even partial or misspelled entries can return results.
Plus, search results often display related information on the side, letting you jump directly to exactly what you need.
Breadcrumb Navigation: Your Built-In Shortcut Trail
Breadcrumb links at the top of records act like a navigation shortcut system. Instead of repeatedly clicking “back,” you can jump between related levels instantly—such as moving from a contact to a module to a household record. It’s a simple tool that keeps navigation intuitive and efficient.
Customize Your Homepage for Your Role
Every user interacts with data differently. Operations leaders, advisors, and support staff don’t all need the same information front and center. Quivr allows each user to customize their homepage so the most relevant metrics, tasks, and widgets appear first.
Pro tip: If you frequently search for the same data, consider adding it directly to your homepage dashboard.
The Takeaway
If there’s one mindset shift that can improve your efficiency in Quivr, it’s this:
Click, hover, and explore. Many powerful tools are already available—you just have to use them. The more familiar you become with these shortcuts, the faster and smoother your workflow becomes.
Ready to see how Quivr can streamline your firm’s processes?
👉 Schedule a demo here
