What is a Quick Action?
Quick Actions is a feature located at the top left of the screen, providing a fast and easy way to perform key tasks.
It includes various options like "Add new Contact" to quickly get in touch with a client, or "Add New Client" to create a new client record.
Users can also add Tasks or Events, such as creating a new task related to a case or scheduling events like calls and meetings.
This section helps users stay organized by offering quick access to common actions.
How to use Quick Action?
You can use Quick Action at the top left corner in Attornaid.
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2. You can also use “Add Action Shortcuts” button to add any other Quick Actions you want to use.