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9.2 Quick Add

9.2 Quick Add

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Last updated: Sept 01, 2015


This lesson will explain the functionality of the "Quick Add" functionality on the dashboard.

The quick add menu

 

The quick add option on the dashboard provides a shortcut to creating the essential entities in AgileCase.

The available options are: Events, Tasks, Notes, Call Notes, Cases,and contacts, both persons and companies.

To view a detailed lesson on how to create each of these entities, please click the name of the entity you wish to view.