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What is Quick Create

Get to know about the best hack to quickly create records in the CRM.
S
Sabqat Ruba
30 Mar, 2020 - Updated 1 year ago

Introduction to Quick Create

Do you ever feel it is tedious to create records in different modules because you have to switch screens? We have got the perfect solution for you - Quick Create.

With Quick Create, you can create a record quickly by filling only the necessary details. You can access this feature from any screen. Also, it saves you a lot of time! Isn’t that wonderful?

How to Use Quick Create

Quick Create is a simple feature that you can access from all the screens in Vtiger CRM. You can find it on the top right side of the screen – the icon is called Quick Create.

Follow these steps to create a record using Quick Create:

  1. Click the icon displayed on the top right side of your screen.
  2. Choose a module. Click Show all to view all the modules you can create records in using Quick Create.
  3. Select a module.
  4. Enter all the mandatory details.
  5. Click:
  1. Save to save the record.
  2. Save and Continue to save the record and go to its Deep Dive View.

Clicking Cancel discards all the information you entered.

Fields available in Quick Create

Quick Create by default shows:

  • Mandatory fields
  • Fields enabled by default

You can add a field in Quick Create by going to Settings > Module Management > Module Layouts & Fields. Skip to the How to Add Fields in Quick Create section to learn more about it. 

How to Add Fields in Quick Create

To add a field in Quick Create, you must enable in the Module Layouts & Fields setting.

Follow these steps to add a field in Quick Create:

  1. Click your display picture on the top right corner of the screen.
  2. Click Settings.
  3. Select Module Layouts & Fields under Module Management.
  4. Select the module to which you want to add fields in Quick Create from the Select Module drop-down. 
  5. Click the Detail View Layout tab. All the fields in the selected module are shown.
  6. Enable the +Quick Create button for the field you wish to add in Quick Create.

Follow these steps to create a field and add it to Quick Create:

  1. Click the Detail View Layout tab.
  2. Click +Add Custom Field.
  3. Select field type, add field name, and other details.
  4. Click Save.
  5. Find the newly created field and enable the +Quick Create button.

Modules Available in Quick Create

Here are the modules that are available for Quick Create:

Essentials

Contacts

Documents

Events

Organizations

Tasks

Sales

Deals

Marketing

Campaigns

Support

Cases

Service Contracts

Internal Support

Employees

Internal Tickets

Projects

Project Milestones

Projects

Timelogs

Inventory

Assets

Price Books

Products

Services

Order Fulfillment

Vendors

Note: The Quick Create window displays modules in the app from which you have clicked the Quick Create button (+ icon). 

For example, if you click the Quick Create button from Contacts, you will see Events, Tasks, and other modules available under Essentials.

To see other modules in the same window, you must click Show all.

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