Using Quick Add for Standard Records

Quick Add is available for the following standard record types:

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

General Notices