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How do I use Quick Create?

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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.
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