This article covers how to use the Quick Actions menu in Thryv® Business Center™, including where to find Quick Actions in the main navigation and within conversations in your inbox. This article does not cover how to use each individual action available in the Quick Actions menu. For help with specific actions such as sending an invoice or creating a client contact, see the relevant article for that feature in the Thryv Business Center knowledge base.

Why Quick Actions Save You Time in Thryv Business Center

Every minute spent navigating between screens to complete a routine task is a minute away from your clients and your work. The Quick Actions menu in Thryv Business Center gives you one-click access to the most frequently used actions — such as creating a new client contact, sending an invoice, and processing a payment — from anywhere in Thryv Business Center without navigating back to a specific screen. Quick Actions are also available directly inside client conversations, so you can take action on a client's account without leaving the conversation.

How to Use the Quick Actions Menu in Thryv Business Center

The Quick Actions menu is located in the top left navigation menu of Thryv Business Center, above the Dashboard. The Quick Actions menu is accessible from every screen in Thryv Business Center, so you can create a new client contact, send an invoice, process a payment, and perform other common actions without navigating away from your current screen.

The screenshot above shows the Quick Actions menu in the Thryv Business Center top left navigation. The menu appears above the Dashboard link and displays the available quick action options. The Quick Actions menu is visible from every screen in Thryv Business Center and does not require navigating to a specific section to access.

How to Use Quick Actions Inside a Client Conversation

The Quick Actions menu is also available inside client conversations in your Thryv Business Center inbox. To access Quick Actions from within a conversation, select the + button located in the bottom right corner of the conversation screen, next to the Send button. The Quick Actions menu in conversations provides access to nine client-specific actions. All actions available in the conversation Quick Actions menu are specific to the client whose conversation is currently open — the actions apply directly to that client's account.

The screenshot above shows a client conversation in the Thryv Business Center inbox with the Quick Actions menu open. The + button that opens the Quick Actions menu is located in the bottom right corner of the conversation screen, next to the Send button. The menu displays nine action options specific to the client whose conversation is open. The actions available in the conversation Quick Actions menu apply only to the client associated with the conversation currently being viewed.

Frequently Asked Questions

What does this article cover?

This article covers how to use the Quick Actions menu in Thryv Business Center, including where to find Quick Actions in the main navigation and within client conversations in your inbox. This article does not cover how to use each individual action available in the Quick Actions menu. For help with specific actions such as sending an invoice or creating a client contact, see the relevant article for that feature in the Thryv Business Center knowledge base.

Where is the Quick Actions menu located in Thryv Business Center?

The Quick Actions menu is located in the top left navigation menu of Thryv Business Center, above the Dashboard. The Quick Actions menu is accessible from every screen in Thryv Business Center. Inside client conversations, the Quick Actions menu is accessed by selecting the + button in the bottom right corner of the conversation screen next to the Send button.

Are Quick Actions in conversations specific to the client I am viewing?

Yes. All nine actions available in the conversation Quick Actions menu are specific to the client whose conversation is currently open. The actions apply directly to that client's account. Opening a different client's conversation and selecting Quick Actions will apply those actions to the new client's account.

Is the Quick Actions menu in conversations different from the one in the main navigation?

Both Quick Actions menus provide one-click access to common actions in Thryv Business Center. The main navigation Quick Actions menu is accessible from every screen and is not tied to a specific client. The conversation Quick Actions menu is accessible only from within a client conversation and all actions are specific to the client associated with that conversation.