When creating a record that includes both an Account and Contact lookup, such as an Opportunity, you can encounter that the Account already exists, but the Contact does not. In this process you can easily use the Quick Create from the Contact lookup to create it, before returning to the Opportunity to continue. On this Quick Create however, the earlier populated Account lookup (which you set on the Opportunity) is empty. This means you have to select the Account again while Quick Creating the Contact.
Considering that the Contact of the Opportunity not always necessarily works on the Account of the Opportunity (e.g. you might have a third party or even internal Contact as your primary point of contact), it would be nice to have a configurable option to connect a lookup from the original form (e.g. Opportunity main form Account lookup) to a Quick Create form that was opened from this original form (e.g. Contact quick create Account lookup opened via Opportunity main form Contact lookup).
Example case
- Create new Opportunity
- Set the Account lookup to existing record
- Set the Contact lookup but Contact does not exist, in the Contact lookup click on New Contact
- Contact Quick Create opens
- Set the First Name
- Set the Last Name
- Account lookup for new Contact is already prefilled with Account from Opportunity form
- Save the Contact
Step 4c is currently none existing and would be nice to be configurable in a Main Form to Lookup Quick Create setting. Preferable a setting on the lookup itself on the Main Form or Quick Create Form, depending on what is best.
Comments
Last remark where it says "step 4c" should be "step 7" (the indent in the text editor is not working here)
Category: Account, Contact, Calendar and Activity Management