Notice: Undefined index: host in /home/web/site/vtiger.com/vtigerweb/blog/wp-includes/canonical.php on line 719

Notice: Undefined index: scheme in /home/web/site/vtiger.com/vtigerweb/blog/wp-includes/canonical.php on line 740

Notice: Undefined index: host in /home/web/site/vtiger.com/vtigerweb/blog/wp-includes/canonical.php on line 719

Notice: Undefined index: scheme in /home/web/site/vtiger.com/vtigerweb/blog/wp-includes/canonical.php on line 740
Quick Create - Next to Open Accounts, Potentials etc - Vtiger CRM Blog - Latest CRM Topics, Tips, Insights and Updates
Explore exclusive holiday offers and join our free webinar on Dec 14th to learn about maximizing the benefits of these exciting deals - Learn More
Skip to content
Home » Quick Create – Next to Open Accounts, Potentials etc

Quick Create – Next to Open Accounts, Potentials etc

Last Updated: February 12, 2007

Posted: February 12, 2007

Assume a situation, where you install vtiger fresh.. and you will find no accounts, contacts, leads etc.

So when you create a new quote, you will bump upon no-data situation which will be irritating. To fix this, vtiger’s next version (5.1??) will feature a Quick create icon next to the Open Potentials, Open Accounts button. This button will even feature inside the pop-up window. This way you can quick-create a potentials or lead or contact etc within no time. This saves a lot of frustration.

Here is the image mock-up. It shows the Open folder icon to open the relevant entities. And a new entity icon to quick create new entities and a Clear field (X) icon to clear the text field.

Open / Quick Create / Clear field