Follow the steps below to set Quick create record on the left sidebar and add the modules to the Toolbox.
- On the Role List page, click
icon in front of the role that you want to edit the information, then choose Toolbox. You will be directed to Toolbox Create page. - To add or remove tabs, select a tab name and click the Add or Remove arrow. Use up/down arrow to organize the field order.
- Click Save.
Last modified on Apr 09, 2018