Summary
Learn how to use the Quick Create menu to add contacts, properties, appraisals, tasks, and appointments from any page without losing your place.
About Quick Create
Quick Create is a system‑wide feature that lets you create commonly used items from any page. Instead of leaving your current task to open another section, you can use Quick Create to add new entries instantly.
Quick Create appears as a dropdown in the top-left corner of the screen, giving you quick access to essential creation actions.
Quick Create current supported menu:
- New Contact
- New Property
- New Appraisal
- New Rental Appraisal
- New Task
- New Appointment
This feature supports users who manage high workloads or frequent interruptions.
Access Quick Create
To access Quick create:
- Click the + button from the top-left navigation bar
- Select the item you want to create (e.g., New Contact)
- Enter the required details in the form that appears
- Click Add or Save
Once you save the item, it is added immediately to the system and becomes available in its relevant module. Your current page will stay open, and you can continue working without losing your place.