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 are based on the Quick Add fields defined for the user's preferred form for the record type, as defined on the Role setup page for the role used to log in. Quick Add fields on standard forms are system-defined.
For the Quick Add portlet to function correctly, the Inline Editing feature must be 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 |