How do I use Quick Create?

Quick Create is a simple feature you can access from all the screens in Vtiger CRM.
You will 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.
3. Click Show All to view all the modules you can create records in, using Quick Create.
4. Enter all the mandatory details.
5. Click:

• Save to save the record.
• Save and Continue to save the record and go to its Summary View.

Note: Clicking Cancel discards all the information you entered.

To learn more about quick create, click here.