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Product Suggestions
Status Investigating
Categories CRM App
Created by Guest
Created on Nov 6, 2020

Ability to create a new contact when you choose 'Select Contact' if working against a company.

Currently, if you were to place a quote or sales order against a division, you get the option to 'Select Contact' if you wanted to send an email copy, but this only lets you choose existing contacts. If it was a brand new contact on the phone, it would make sense to be able to create their contact whilst on the order screen, because currently you have to leave the quote/order, create the contact and then return and search for it.

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