The Quick add button in Cinode allows you to swiftly create new entries without navigating away from your current page. This feature streamlines your workflow by giving you fast access to commonly used actions across different areas of the platform.
Use Quick add to reduce the number of clicks and speed up your daily tasks. You can still access these features from their dedicated pages within Cinode, but Quick add helps you stay focused and efficient.
Finding Quick Add
You’ll find the Quick Add button in the top right corner of the Cinode interface. Clicking the Quick add button opens a dropdown menu with various options:
Organisation
Event – Create a meeting, call, task, or note.
Project – Register a new deal or project.
Customer – Register a new or upcoming customer.
People
Employee – Create an account for a new employee.
Customer contact – Add a new contact to an existing or new customer.
Partner – Add a new partner company.
Subcontractor – Add a new subcontractor you are working with.
Candidate – Add a candidate to your database.
Absence – Register planned time off or vacation.
Note on Availability
The visibility of Quick Add options depends on your Cinode plan and your user role. For example:
Some options may only be available to users with Manager, Admin, Recruiter, or Partner Manager roles.
If an option is not visible to you, it may be due to role-based access control or limitations based on your Cinode subscription.
Please contact your system administrator if you believe you should have access to additional features.