In this episode of What Does This Button Do?, Steve Drost and Will Kaplan break down one of the most powerful (and underused) ways to work smarter inside Quivr: customizing your pages so the data you care about most is always right in front of you.

As firms onboard to Quivr, one theme comes up again and again—every firm has a handful of fields they rely on daily. Instead of scrolling through pages of data you rarely touch, Steve and Will show how to surface your most important household and contact fields using Quivr’s customizable layouts.

You’ll learn:
🔹 How to use the Highlights Panel to reduce scrolling
🔹 Which types of fields work best at the top of a page
🔹 How different firms prioritize different data points
🔹 Why customization doesn’t require being a “Salesforce expert”
🔹 How to make Quivr work the way you want it to work

💡 If you’re a current Quivr user, this is a great example of how small tweaks can save real time.
💬 Have questions? Bring them to Quivr Office Hours and we’ll help you dial it in.
🚀 Not a Quivr user yet? Schedule a demo and see how Quivr helps advisors run cleaner, more efficient firms.