Quick Add
The + button in the top navigation bar provides one-click access to create the most commonly needed records without navigating away from your current page. Clicking it opens a small dropdown menu.
Available Actions
| Action | What It Creates |
|---|---|
| Add Contact | Opens the Contact creation dialog. Enter the minimum required fields and save — the new contact is created immediately. |
| Add Organization | Opens the Organization creation dialog. |
| Add Note | Opens the Note (Comment) creation dialog. The note is attached to the context of the current page if one is open (for example, if you are on a Contact page the note is linked to that contact), or created as a standalone note otherwise. |
| Log Call | Opens the Call logging dialog. Record the subject, type, start/end time, and notes for the call. |
| Log Meeting | Opens the Meeting logging dialog. Record the subject, type, start/end time, and notes for the meeting. |
| Add Task | Opens the Task creation dialog. Set the subject, type, due date, reminder, and assignee. |
Context Awareness
When you are on an edit page for a Contact or User Account, the Quick Add actions for Log Call, Log Meeting, and Add Note automatically link the new record to the person currently open on screen — the name is pre-filled.
After Creating
Each Quick Add dialog offers two options after filling in the fields:
- Create — saves the record and closes the dialog, keeping you on your current page
- Create and Edit — saves the record and opens its full edit page for further configuration