Using Quick Add for Standard Records

Quick Add is available for the following standard record types:

• Case

• Contact

• Customer

• Event

• Lead

• Opportunity

• Partner

• Phone Call

• Prospect

• Task

• Vendor

The fields in the Quick Add portlet for each standard record type come from the Quick Add fields set for the user’s preferred form on the Role setup page for their login role. Quick Add fields on standard forms are system-defined.

Important:

For the Quick Add portlet to work, you need to have the Inline Editing feature enabled. For more information, see Using Inline Editing.

The following table lists the default Quick Add fields for each supported record type. Fields listed in the middle column cannot be removed from the Quick Add portlet. Note that field names may be slightly different in your user interface.

Record Type	Fields Required in Quick Add Portlet	Other Default Quick Add Fields
Case	Subject, Company, Incident Date	Message, Contact
Contact	Contact, Subsidiary (OneWorld only)	Company, Job Title, Email, Phone
Customer	Company Name, Subsidiary (OneWorld only)	Customer ID, Web Address, Email, Phone
Event	Title, Date, Start Time, End Time	Location, Message
Lead	Subsidiary (OneWorld only)	Customer ID, Company Name, Web Address, Email, Phone
Opportunity	Company, Status, Expected Close, Projected Total	Estimated Budget, Sales Readiness, Buying Time Frame, Buying Reason, Title, Details
Partner	Partner ID, Partner Code, Subsidiary (OneWorld only)	Company Name, Phone, Email
Phone Call	Subject, Organizer, Date	Phone Number, Transaction
Prospect	Company Name, Subsidiary (OneWorld only)	Phone, Email, Web Address
Task	Title, Priority, Start Date, Due Date	Insert Before
Vendor	Vendor ID, Company Name, Subsidiary (OneWorld only)	Email, Phone, Default Expense Account

Related Topics

• Quick Add Portlet
• Using Quick Add for Custom Records

General Notices