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Using The Quick Create Button

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

Written by Lisa Machin

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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