We are all about making your life easier. Sometimes easier means faster, so we are excited to introduce the Global Add button. It is a simple, yet a powerful thing. You can find it as e "+" button in the most-left menu bar. When clicked it will give you the choice of adding a Fee, Member, Company, Contract, Invoice or an Opportunity. In this way, you can quickly add any of these entities from anywhere in the platform with just one click.
If you have any questions or comments on this feature you can express them in the comments section below.
Please sign in to leave a comment.