Quick Add Conversation
Quickly log customer interactions without leaving your current screen.
Go to: Customer > Quick Add Conversation
—or—
Click the Conversations 
icon on the Quick Access Toolbar
Clicking this opens the Quick Add Conversation form — a fast way to record notes, calls, meetings, or follow-ups.
All entries saved here appear automatically in:
•Customer >Conversations (full history per customer)
•Customer Conversation Lookup form (searchable overview)
Fields in the Quick Add Conversation form
With Whom
The person you spoke with.
Click the … (ellipsis/three dots) button to select from contacts already added on the customer’s 'Contacts & Address' tab.
About
Category or topic of the conversation (e.g., "Follow-up Quote", "Service Issue", "Sales Opportunity").
•A default value can be pre-set for each employee in Employee Main form > Customer Conversation About field.
•This default auto-populates when adding conversations (via Quick Add or directly in the Conversations tab).
•To add/edit available options: Go to Company > Extra >Table Maintenance.
Duration
Time spent on the interaction (logged automatically for billing/tracking).
•The timer starts when the form opens and stops when you close/save it.
•Duration = Time Ended – Time Began.
•You can edit times manually, or enable/disable the auto-timer in Customer Options settings.
Action Buttons on the form.
•Show: Open the Customer Form / Enquiry / Statement.
•Create (dropdown)
•Create Booking
Opens the Calendar/Booking form to schedule a follow-up appointment or job.
Alternative access: File > Bookings / Calendar or the Calendar icon on the Quick Access Toolbar.
•Create Outlook Task
Adds a task directly to your Outlook (if integrated).
•Create Outlook Appointment
Creates a calendar event in Outlook (if integrated).
•New Quote
Starts a new sales quote for this customer.
