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Using the Quick Add option

Regardless of where you currently are within your database, you should note that your Quick Add icon is always accessible to you from your top right menu bar, allowing you easy access to add Activities, Contacts, Documents, Notes, Seminars, Opportunities or Workflows:

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Clicking this option will bring up the below modal:

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Let's take a look at each of these Quick Add options.

Activities

Clicking the Activities section will take you to a Create Activity modal:

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You have two options here. You can enter any applicable fields within this modal and then click "create activity" or you can enter any applicable fields and then click "create & edit." Choosing the latter option will then take you to the Activity Details page for the activity where you can enter more information about the activity than what is available in this modal:

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Note: if you are anywhere within a contact record when selecting this option from the Quick Add menu, your new Activity will automatically be linked to that contact, unless you remove the link when adding/editing the Activity. 

Detailed information about how to add an activity on the Activity Details page can be found here.

Contacts

Clicking the Contact section will take you to an Add New Contact modal, where you will first need to specify whether your new contact is an Individual, Business, Association, Trust or Union:

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After making that selection, you'll then be taken to the appropriate screen for adding that type of contact record. Details on adding contacts can be found here.

Documents

Clicking the Documents section will take you to an area where you can upload a file into your CRM Document Storage area:

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If you are within a contact record when selecting this option, the file will automatically be linked to their Document Storage. If you are not within a contact record when selecting this option, you will see a box above your upload queue where you can search for and select the contact to whom to link the file. More information about uploading files to CRM Document Storage can be found here.

Notes

Clicking the Notes section will open an Add Note modal:

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If you are within a contact record when selecting this option, the Note will automatically attach to their record. Otherwise you will need to search for and select the appropriate contact from the search box at the top of this modal. Learn more about working with Notes in Redtail here.

Seminars

Clicking the Seminars section will bring up an Add Seminar modal:

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After adding a new seminar from this modal, you'll then be taken to the details page for the seminar, where you can add additional information. More information on working with Seminars is here.

Opportunities

Clicking the Opportunities section will bring up an Add New Opportunity modal:

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If you are within a contact record when selecting this option, the opportunity will automatically be linked to that contact. After clicking Add New Opportunity from this modal, you'll then see the details page for the Opportunity, where you can add more information as needed. More information on Opportunities is available here.

Workflows

Clicking the Workflows section from the Quick Add menu brings up a Create New Workflow modal, where you can then initiate a new Workflow process, either from one of your existing templates or from scratch:

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You can learn more about working with Workflows here.

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