Quick Entry

Log a conversation on one screen — a fixed core, blocks bound to the data model, templates and sector presets, suggestions from the note, natural-language dates, a live summary and undo.

Quick Entry logs a customer conversation — a visit, a call or a trial — on a single screen. Along with the conversation it creates or updates the company, contact, opportunity, quote, order, trial and custom object records; before you save, the summary on the right shows what will happen. Quick Entry in the sidebar, the H key on any page, or + New → Log a call on phones.

The form

The form has two parts: the core, identical in every template, and blocks, which vary by template.

Once a company is selected, its last conversation, next step and open actions appear at the top. Ticked actions (e.g. Send sample) are closed by this entry: This entry closes these actions.

If a company with a similar name exists, the form warns you; pick it from the list or choose Create a new company anyway.

Blocks

Each block writes to an object in the data model: Opportunity (stage, type, potential), Product, Trial (status, result, technical note, line), Quote (unit price, payment terms), Order (quantity, kind), Competitor and barrier, Market share, Company details, Manager support, Fair (creates a fair lead) and every custom object enabled for Quick Entry.

• An open block appears as a card in the form.
• A chip block is a button below the form; clicking it opens the block.
• An off block sits under Other….

Only blocks for modules in your plan and your permissions appear (e.g. no Trial block without the Demos module). If the stage chosen in the Opportunity block doesn't meet the conditions for moving to the next stage (BANT, required steps), a warning shows under the block; the stage still changes by the same rules as on the opportunity page.

Suggestions from the note

Information in the note turns into suggestion chips; clicking a chip opens and fills the matching block:

Suggestions are rule-based: the note is not sent anywhere and it works on every plan. The rules understand Turkish.

Natural-language dates

The When field understands Turkish expressions such as yarın (tomorrow), perşembe (Thursday), haftaya salı 14:00 (Tuesday next week, 14:00), ay sonu (end of month), 12 kasım, 3 gün sonra (in 3 days) and shows the resolved date below it. Quick buttons: Tomorrow · Next week · 2 weeks.

Live summary and saving

The This entry will panel on the right lists the outcome before you save: conversation record, new opportunity, stage → Negotiation, quote 1.85 €/kg, task → Ayşe Demir, 2 actions close… Linked records shows the records the conversation will be linked to.

Save conversation (Ctrl+Enter, ⌘+Enter on Mac) or Save and new entry. On phones the save bar stays fixed at the bottom of the screen.

Undo

After saving, an Undo button stays for 10 minutes in the notice at the top and in the Your recent entries list. Undo deletes the records created by the entry (conversation, opportunity, quote, order, task, custom object record…), restores changed company / contact / opportunity fields and reopens the actions it closed. Only the user who made the entry or an admin can undo.

Conversation types

The Conversation type row has four options: Face to face · Online (Teams, Zoom, Meet) · Phone · Trial. Enter the outcome on an online calendar meeting opens Quick Entry with Online, an on-site meeting with Face to face.

Admins choose whether online meetings count as face to face: Settings → Quick Entry → Conversation types → Count online meetings as face to face. When on, the Viable stage's at least one face-to-face visit condition, the weekly face-to-face target and the F2F figures in reports include online meetings; when off (the default), online stays a separate type.

Templates

The tabs above the form are templates: Field visit, Online meeting, Phone call, Fair… Each template carries a conversation type, a default topic and a block layout. On opening, the template is chosen as follows: the template assigned to the user's department → the conversation type in the link (e.g. Log a call on mobile → phone) → the default template.

Admins change templates under Settings → Quick Entry → My templates with a live editor:

1. 1

   Pick or add a template

   Choose a template from the list on the left; type a name in the box below and click Add for a new one. At the top: name, icon, conversation type, topic and Department — users in that department open Quick Entry with this template; the Default template is what everyone else sees first.

2. 2

   Drag the blocks

   Blocks live in three areas: Open in the form (shown as an expanded card), Waiting as a chip (a button in the Add row) and Off (not in the form; reps can open it from Other…). Drag a card to another area or position; on touch screens the Open · Chip · Off buttons on the card do the same.

3. 3

   Open the card settings

   The settings button on the right of a card: block name, Required (can't save without it), for a chip when it should open (if the company has an open opportunity, if an existing customer, if the type is online / trial, if the opportunity is at negotiation or later …), visible fields and each field's default value (e.g. payment terms 60 days). Reorder from the keyboard with Up / Down.

4. 4

   Check the preview and save

   The Preview on the right redraws the form your reps will see on every change: core, open blocks with their fields (and defaults), chips, conditional chips and Other…. Clicking a chip in the preview shows the block opened; switch between desktop and phone width. Save publishes the template to reps.

Sector presets

Settings → Quick Entry → Sector presets shows ready-made template sets. Click a preset card (Preview and edit): its templates open in the same live editor with a preview — nothing is saved before you install.

In the preview you can drag blocks, change their settings and remove templates you don't want (×); Start over returns to the preset as shipped. Then:

• Install all — your edited set replaces the current templates.
• Add this template to mine — only the open template is added to your current ones (numbered if the name exists).

Installations that use status labels on opportunities (Follow-up, Pre-trial, Quote …) start with Chemicals / manufacturing, others with General.

API and mobile

Mobile app 2.1 uses the same templates, blocks and conversation types. To build your own form: form configuration, company context, suggestions, date parsing, save and undo.