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Using the Quick Add Menu

CJ

How Users can navigate around BindHQ using the Quick Add Menu

Applies to:

  • All Users
Last Updated: September 2020

This article explains how Users can use the Quick Add Menu to quickly access key functions 

Quick Add Menu

Like the user options menu, the Quick Add options differ depending on role.

All Users have the:

  • Add Application
  • Add Agency Visit or Call
  • Add Social Post.
All users also have the Add Task option from an application or policy.

 

Administrators 

  • In addition to the above options, Administrators can Make a new payment and Record a new receipt.

 

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