When adding new data records, scheduling viewings, or recording details of a new offer or maintenance job requiring attention, speed is of the essence. This is particularly the case if a client is on the phone waiting for you to confirm a viewing or valuation. You no longer have to navigate to the specific entity in order to add a new record; you can do this from anywhere using the new quick-add feature.
Top-level quick-add button
A new + icon has been added to the top-right of the screen, allowing quick entry of new data from anywhere within a module. These actions are specific to the current module, e.g. adding offers in sales, or adding tenants in lettings.
Note also that the help and calendar icons have moved down a level onto the second row.
Record-level quick-add button
Even when looking at a particular record, it can be slow to record more information. For example, if viewing a property or looking at a buyer screen, too many clicks were required to add an offer or schedule a viewing.
We have added a green New button on each record to speed up entry of new data from anywhere on that record. If you are on a tenant's statement and want to add a note, or if you're on a property or buyer and want to schedule a viewing for that entity, then simply click the green New button and you'll be taken straight to a form to add the necessary information.