FAQs in this section
How can I set up lifecycle conditions?
What is the Actions dashboard?
What is the left menu?
What are lifecycle conditions?
How can I set up alerts for @mentions?
How can I set up alerts for Events and Tasks?
How can I set up alerts for emails?
How can I set up Smart Alerts?
How can I set up alerts for idle records?
Can I receive alerts when a record is assigned to me?
How can I use Quick Create?
Table of Contents
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:
Note: Clicking Cancel discards all the information you entered.
To know more about quick create, click here.
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.
- Click:
- Save to save the record.
- Save and Continue to save the record and go to its Deep Dive View.
Note: Clicking Cancel discards all the information you entered.
To know more about quick create, click here.
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