A quick form is used to simplify and make faster the process of creating new customers and accounts and avoid mistakes when filling in parameters. The administrator fills in most of the important details (e.g. customer class, currency or product for an account), so that later the person entering data only has to input a few remaining ones (e.g. customer name) to create a customer and an account (or multiple accounts) under it.
The Quick Forms page shows the quick forms currently in the system.
| Field | Description |
|---|---|
State |
The quick form's current state. |
Name |
The name of a specific quick form. |
Currency |
The quick form's currency. This currency is automatically assigned to the customer created using this quick form. |
Customer Class |
The quick form's customer class which is automatically assigned to the customer created using this quick form. |
Delete |
Click the delete icon to remove the quick form. |
To add a new quick form, click the 
Add
button.