Solution Properties
Solution ID:
240304191724810
Last Modified Date:
Mon Mar 04 14:17:24 UTC 2024
Taxonomy Path:
Case category//How do I...//processing
Author:
sageadmin
How to use Quick Create
Description

Use the Quick Create option to quickly access frequently used options. Access it from anywhere without navigating through multiple steps.

Cause
Resolution

When you use Quick Create in a customer or vendor record, it automatically enters the name and relevant account details.

  1. Hover over the Quick Create icon.
  2. Click Quick Create to access frequently used items.
  3. Choose the required option and complete the details as normal.
Steps to duplicate
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