About quick create

To save time, you can use the quick create option to quickly access the options you use most often. You can access this from anywhere, meaning you don't need to go through all the different steps to get to the option you want.

If you access the quick create option when in an individual customer or vendor record, the name and relevant account details are automatically entered.

  1. Hover over the quick create icon Click Quick Create to access most frequently used items.
  2. Choose the required option and complete the details as normal.
Note:

For further information about the option you chose, click the Help button.