Access the Global Add Shortcuts

Access Global Add Shortcuts

To access the global add shortcuts:

1. Toward the upper right of your screen, click the + (Quick Action) icon.
   
2. From the shortcuts drop-down, click the desired activity.
   The applicable screen opens:

   Activity	Screen
   Time	Add Timecard
   Matter	Add Matter
   Flat Fee	Add Flat Fee
   Expense (Soft Cost)	Add Expense
   Expense (Hard Cost)	Expense – Hard Cost
   Invoice	Add an Invoice
   Invoice Payments	Make an Invoice Payment
   Note	Add Note
   Event	Add Event
   Task	Add Task
   Contact	Add Contact
   Phone Message	Add a Phone Message