The “New” Menu (or sometimes “Create New…”) appears in several areas of the application.  For Example:

  • The always-visible New menu to the right of the Dashboard navigation
  • The New menu in your list of Contacts

 The New Menu1

This drop-down menu allows you to created new items, from To Dos to Email, without having to leave the current screen you’re on.

Let’s say you are viewing a list of Contacts and suddenly, you receive a call from a Client.  You want to record this call quickly in the system.  In this scenario, you have a couple of options:

  1. Find the Client in your Address Book list, hover over the “New” menu and record the call with that Client.
  2. Alternatively, you can always use the always-visible “New” menu and relate the call to the Client that way