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jaw999
adding a contact while creating an activity
This must not be a new idea.
A salesperson starts to enter an Event, realizes their Contact isn't yet added to the CRM, and would like to add on the fly.
Can we do this without canceling the entry and losing all that they have started to enter?
Things I have tried -
- a visualforce link to a New Contact page,
- a custom link to New Contact
- a custom button to New Contact
these all WON'T appear on the Edit screen. Any solutions? thanks all
A salesperson starts to enter an Event, realizes their Contact isn't yet added to the CRM, and would like to add on the fly.
Can we do this without canceling the entry and losing all that they have started to enter?
Things I have tried -
- a visualforce link to a New Contact page,
- a custom link to New Contact
- a custom button to New Contact
these all WON'T appear on the Edit screen. Any solutions? thanks all
This is a sad limitation that it is not compitable with an on the fly lookup.