Quick Add Conversation
Go to: Customer > Quick Add Conversation
Alternatively: Click the Conversations 
icon on the Quick Access Toolbar
Overview
The Quick Add Conversation tool allows you to log customer interactions instantly without leaving your current screen.
Every entry is automatically linked to the selected customer, creating a centralized communication history.
If the customer does not exist, add the customer by clicking the Quick Add Customer 
button.
Why use this feature?
This is the preferred method for recording telephone calls, meetings, general enquiries, sales opportunities, service issues, and follow-ups from anywhere within Smart-IT.
Automatic Access & Syncing
Conversations saved via Quick Add are immediately accessible from:
•Customer > Customer Main Form > Conversations tab.
•Customer > Customer Conversation Lookup.
How to Use Quick Add Conversation
1. Select the Customer: Choose the relevant customer from the dropdown list.
2. Add Missing Customer (If Needed): If the customer does not exist yet, use Quick Add Customer to create their profile on the spot.
3. Fill in the Fields (Optional): Enter the conversation details, such as the contact person (With Whom), category (About), follow-up date, and notes.
4. Use Action Buttons (Optional): Click the Create button to quickly generate a Quote, Booking, Outlook Task, or Outlook Appointment directly from the conversation.
5. Save and Close: Save the entry to automatically record the interaction under the customer's centralized history.
Fields in the Quick Add Conversation Form
Quick Add Customer
If the customer does not exist you can quickly add a customer by using the Quick Add Customer button on the Quick Add Conversation screen.
This button allows you to capture bare essentials on the spot without opening full setup forms. It is ideal for phone calls or walk-in customers in a hurry, and can be accessed directly from Quick Add Conversation, Invoice, Quote, Sales Order, and Job Card screens.
With Whom
The name of the person you spoke with.
Click the … (ellipsis) button to select a contact already recorded on the customer's Contacts & Address tab.
Employee
The employee who recorded the conversation.
Date
Date the conversation took place.
About
Category or subject of the conversation (e.g., Follow-up Quote, Service Issue, Sales Opportunity, General Enquiry).
A default conversation category can be assigned to each employee in the Employee Main form > Customer Conversation About field.
When adding a conversation, this default value is automatically populated, whether you use Quick Add Conversation or add the conversation directly from the customer's Conversations tab.
To add or edit the available About options, go to: Company > Extra >Table Maintenance
Sales Pipeline
Tracks the progress of potential sales opportunities from initial contact to closing.
For a Quick Overview of the sales pipeline, go to: Dashboard > Sales Pipeline tab.
Follow Up Required
Check this box if additional action is needed, then set the Follow Up Date.
Note
Detail relevant conversation points, decisions made, or agreed action items.
Template
Select a predefined template from the Select Template field to auto-populate standard text into the Note field. Ideal for standardizing recurring interaction logs.
To Add or Edit the template click the Green + 
button.
Duration
Records time spent on the interaction for tracking or billing purposes.
•The timer starts automatically when the form is opened.
•The timer stops when the conversation is saved or the form is closed.
•Duration is calculated as Time Ended – Time Began.
•You can manually edit the start and end times.
The automatic timer can be enabled or disabled in Customer Options.
Quick Add Conversation - Action Buttons
Show (Quick View Options)
Access customer records instantly without navigating away:
•Customer Main Form: Opens the customer's main information form.
•Customer Enquiry: Opens the customer enquiry screen.
•Customer Statement: Opens the customer's statement, which can also be printed.
Create (Integration & Actions)
Create Booking
Opens the Calendar/Booking form, allowing you to schedule a follow-up appointment, meeting, or job.
Alternative access:
•Calendar icon on the Quick Access Toolbar.
Create Outlook Task
Creates a task directly in Microsoft Outlook, provided Outlook integration is enabled.
Create Outlook Appointment
Creates a calendar appointment directly in Microsoft Outlook, provided Outlook integration is enabled.
New Quote
Opens a new Sales Quote for the selected customer.
