Setup the “Quick Create” button in 3 easy steps
1. Go to an Organisation main view and click the wheel “Main view settings”
2. Click on “Configure” to setup the “Create new contact” button
3. Choose the fields you wish to register on the organisation, person and activity when you “quick create”, then “Save
Use the “Quick Create” button
Click the icon “Create new contact” in the main view and fill in the fields you need. Save.
That’s it! You have created the organisation, person and activity in one single step.