Quick Actions give you easy access to the twelve most popular actions within the Thryv software. The Quick Actions menu is located on the top left navigation menu above the Dashboard. This menu links to activities with one click wherever you are in the Thryv software, allowing you to create a new client contact, send an invoice, make a payment & many other features. Currently, Quick Actions are only available on the desktop version of Thryv. Mobile Quick Actions are already part of the primary screen.
Here, you'll be able to explore new features you may not have know about before as well as reduce the time it takes to perform these actions within Thryv. You'll also have easy access to a standardized set of action - no matter where they are in the system!
The Quick Actions Menu features the following actions: New appointment, add client, record a payment, new invoice, send a message, accept a payment, invite to client portal, invite to pay, invite to schedule, send a document, new estimate and new announcement.
Quick Actions Menu in your Inbox Conversations
The Quick Actions button will also display and be available through a conversation within the Inbox section of Thryv. The Quick Actions tab will be located in the bottom left hand corner of the screen. This feature will allow you to have easy access to nine actions to help you engage with your clients/customers. All actions will be client-specific based on the client card you are viewing.