FAQs in this section
Can I approve a record from the Summary view?
How can I export a record from the Summary View?
How can I add a tag from Summary view?
What is the Summary View?
How to share a document from the Summary View?
Can I set Summary View as my default screen to view records?

What does the +New button do?

The following actions are available when you click the +New button on a record:
  1. Reach out now: Use this option to reach out to a customer instantly by email, call, or SMS. You can also log a meeting you had with a customer.
  2. Reach out later: Use this option to create and schedule events and tasks through the Quick Create window. 
  3. Add or Create: Use this option to add or create different records. 
    • Attaching documents: You can attach documents from Google Drive, Dropbox, or your local computer. You can also create new documents by choosing the Create in Vtiger option.
    • The documents you want to attach are available in Sales > More > Documents.
    • Creating other records: Add or Create allows you to quickly create related records for a deal. You can create a quote, sales order, invoice, project, subscription, project task, Esign document, or a case.
  4. Share: By clicking the Share button, you can share a quote with other users or contacts as a link or an attachment via email. 

Note: All actions are not available in all modules.
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