The Quick Create Forms Module is one of Boru’s newest and
most useful vTiger improvements we have made. It allows you to quickly create
new records across all standard vTiger modules from any screen within your
vTiger CRM. From a single, easily accessible graphical user interface, you can
make multiple forms across multiple modules. All records created within Quick
Create are automatically linked to each other. Some of the customizations that
you can control allow you to:
- select what modules are present in the form
- choose the fields that will be displayed for each module
- modify the number of columns and sections within the form
- decide how your form will save (detail view, edit view, list view)
- show and hide a “Create and New” button
- turn on and off Typeahead Search
The easy accessibility and functionality of this tool
improves the efficiency of your vTiger, saving you time and streamlining your
workflow.
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