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How do I create an article using Quick Create?

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Follow these steps to create an article using Quick Create:

  1. Click the icon displayed on the top right side of the screen.
  2. Click the Show all button to view all the modules you can create records in using Quick Create.
  3. Go to Support.
  4. Select Article.
  5. Fill in the following mandatory information:
  • Title - Enter the name of the article.
  • Category - Pick the category where the article belongs.
  • Subcategory - Pick the subcategory where the article belongs. 
  • Status - Pick the status of your article from the drop-down. Status defines what phase your article is currently in.
  • Author - Select the author from the drop-down. It lists the CRM users who have access to the Articles module.
  • Visibility - Select the users to whom your article must be visible. It can be made: 
    • Public - Anybody in the world can read your articles. 
    • Logged in Contacts - Only the contacts who have logged in using their portal credentials can read your articles.  
    • Employees - Only your employees can read your articles.
  1. Click Save and Continue to create and write the article.
    • Clicking Cancel discards all the information you entered.
To know more about Quick Create, click here.
To know more about Articles, click here.
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