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Using The Quick Create Button
Using The Quick Create Button

We've got a handy little button that helps you create whichever record you need, from anywhere in Solomon.

Lisa Machin avatar
Written by Lisa Machin
Updated over a week ago

Whether it's Activities, Tasks, People or Businesses, Solomon's Quick Create Button allows you to create a new record instantly from wherever you are in the Solomon software.

Clicking on the button will open a menu of the records you can create. These are Activity, Task, Person or Business. Clicking on any option will start the creation process.

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