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:
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Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.
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On the Standard Content tab of the Personalize Dashboard palette, click the Quick Add icon or drag it onto the dashboard.
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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.
For more information, see Using Quick Add for Standard Records and Using Quick Add for Custom Records.