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Create Account with Create Contact Pop-up

create account create contact

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#1 gnurob

gnurob

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Posted 09 January 2017 - 09:13 AM

It is possible to create a new Contact from the INBOX or e-mail view by hovering over contact names that are not in the system. A new Account cannot be created at the same time.

 

While it may be too cumbersome for a pop-up floating menu (new Contact) to create a secondary pop-up floating menu (new Account, like the "+" shown in the edit Contact view; it may be possible to add both at the same time. Therefore, I suggest:

 

  1. Adding a check box under the Account field of the new Contact floating menu, "[ ] Create Account"
  2. Adding a check box "[ ] + phone"
  3. Adding a check box "[ ] + address"
  4. Adding a check box "[ ] + web"

Item's 2-4 would copy over Contact fields to the Account record.







Also tagged with one or more of these keywords: create account, create contact

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