Quick Actions

Quick actions are actions that are available in a record's header (e. g. in a Details view).

Quick actions are not only used by CRM.pad, but also by CRM.mobile. However, CRM.pad only supports actions that

To add quick actions, add a special header with the following syntax to the desired info area's header group:

Note: If no special header for quick actions exist, or the special header exists but the configured buttons cannot be displayed in CRM.pad, the first three buttons assigned to the respective header (e. g. the Expand header) are displayed as quick actions, the other buttons are listed in the Actions menu.