Quick Add Portlet

You can use the Quick Add portlet to quickly add new records of a selected type from the dashboard without shifting to another page. For example, a Sales Rep could create a new customer record from the Home page, or a new task record from a customer page.

You can set up the Quick Add portlet to be used for a number of standard record types or for a custom record type that you have defined as available for Quick Add. You also can edit the fields available in the portlet for data entry.

To add a Quick Add portlet to a dashboard:

  1. Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.

  2. On the Standard Content tab of the Personalize Dashboard palette, click the Quick Add icon or drag it onto the dashboard.

    Quick Add portlet icon
  3. To change the default record type, click Set Up in the portlet menu, select the record type from the Quick Add: Type list, and click Save.

    Change Type window

For more information, see Using Quick Add for Standard Records and Using Quick Add for Custom Records.

Related Topics

Setting Up Dashboard Portlet Content

General Notices