The Quick Create button on the top right of the screen is a great way to quickly dump information into Curo365 without having to load any of the Entities on the left side of the screen. Using this simple tool can save you lots of clicks and time throughout your day!
To begin, simply click the big +/Plus sign on the top right corner of the screen, and choose the type of data that you’d like to create (in our example, we’ll choose a Contact)
And fill in the data required! Fields with red asterisks are Required fields and have to be filled in before you can Save.
Once finished, click Save and Close
One thing to note is that anything Matter-specific like Costs or Tasks will need to be tied to the specific Matter when you’re Quick Creating using the Matter field.