Quick Create is a simple feature that 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:
- Click the icon displayed on the top right side of your screen.
- Choose a module.
- Click Show all to view all the modules you can create records in, using Quick Create.
- Enter all the mandatory details.
- Save to save the record.
- Save and Continue to save the record and go to its Deep Dive View.
: Clicking Cancel
discards all the information you entered.