I suggest you ...

Add a new related record from the form

If I'm entering a contact, it's annoying to save the record, then add the contact's company, then go back to the contact to finish relating the contact and the company. It would be easier if I could just add a new company as part of my add contact workflow.

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    Natalie Hirsch shared this idea  ·   ·  Admin →

    1 comment

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      • Fuzen Design commented  · 

        Thanks Natalie. It's not as seamless as I would have hoped, because right now it simply redirects you over to an enter-a-company form. Some apps allow you to enter a company name, and if no match is found, it creates the new company without the redirect to a complete other form.

        And to top it off, the company name field isn't automatically populated by what the user entered on the previous form. I'm using the CRM test app as an example. Which may be how you designed it, but if I fill in the form field and then click the Create New Company link, my assumption is that the text I entered would carry over to the other form.

        No big deal. At least things are more consolidated now. Thank you very much.

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