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Quick-adding records from Workplace Centre

Workplace CentreAll usersVerified 18 Sep 20261 min

Quick-adding

Use the quick-add button in the header, choose the module you need, and you'll be taken into that module's create flow with the current workplace pre-filled.

This saves navigating to the module separately when you already know which workplace the record belongs to.

Walkthrough video

Every step above, performed once in a demo organisation.

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