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Status Shipped
Categories CRM App
Created by Guest
Created on May 20, 2020

Remind Users to Set Parent Record when using Global Create

When using the Global Create you can create a record without setting a parent. For new users this can lead to them create records such as opportunities without parent records by mistake. A prompt to say you haven't set a parent record when creating the opportunity would be helpful.

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  • Guest
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    May 27, 2020

    Also we should add some logic to the send email buttons that are currently hidden if no contact to prompt to assign a contact

  • Guest
    Reply
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    May 27, 2020

    Should make this a banner on any record with no parent saying it has no parent with a link to the parent selector