Quick Entry - Add New Item

How to add new Quick Entry items in Handle CRM.

Managing customers means managing forms, workflows, requests, and side processes. Handle’s Quick Entry + Add New Item button makes managing all of those tasks a piece of cake.

+ Add New Item can be set up so you can quickly add any form or workflow to an active item, pre-filled and automatically linked to your main record without having to open the record, so logging a call or creating a task on an opportunity, or starting a service request from a quote can be done in a few clicks.

How to use Quick Entry Comments

What You’ll Need

Any Search in Handle that uses Grid or Activity view

1. Open the Quick Entry Popup

Hover over the Stacked-dots icon location for the record you want to add to or edit.

The Stacked-dots icon can always be found by hovering over the far left side of the row, or next to most text based column like Item Name, Comments, or Notes fields.

2. Click on Add New

Click on the + Add New Item link
A menu of available record types will open.

3. Choose the Record Type

Scroll through the list, or enter the record type into the filter at the top of the menu and click on the desired type when it appears.

4. Add Details in the Agent

The Handle Agent will open the new item on the left side of your view
Add any missing details, then click on Save & Close
The item will be automatically linked to the original record

You can have + Add New Item configured to autofill fields using data from the original record or comments field, and set default values to make the process even faster.