Customer Quick Add
The Quick Add button is on every page of a customer record in the top right corner. It provides easy access to creating just about any customer related information.
List of things you can create from the Quick Add:
Customer
- Task
- Note
- File
- Message
- At-Risk Entry
Accounting
- Invoice
- Quote
- Credit Memo
- Refund Receipt
- Payment Method
- Funding Entry
- Payable
Work Order
- Customer Equipment
- Work Order
Other
- Emergency Contact