Quick Add Utility Overview


This is a walk-through introduction of the Quick Add Utility in the CIMcloud platform Worker Portal.

The Quick Add Utility allows workers to to quickly add Accounts, Customers, Addresses, Quotes, Orders, and Invoice Payments.  All of these links are also located in various sections of the CRM Workspace navigation menu.  They were consolidated and listed again in the Quick Add Utility area for quick access and convenience.

Video Overview

Screenshot of the Quick Add Utility

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