Quick Create (the + button)

The + icon in the top-right of every page opens a dropdown with the most common "create new" actions for your edition.

On Tormano CRM (B2B):

• Contact
• Deal
• Activity
• Company
• Meeting Type

On Tormano Nonprofit:

• Contact
• Donation
• Pledge
• Event
• Volunteer
• Activity
• Grant

Clicking any of these opens the create form as an overlay or jumps to the appropriate ?action=new URL. After saving, you stay where you were unless the form takes you to the new record.

If your role doesn't have permission to create a record type, that item is hidden from your dropdown automatically.