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CRM Idea Center
Status On Roadmap
Categories Accounts & Contacts
Created by Guest
Created on May 1, 2024
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-586 Allow for same screen contact addition.

Add an *add contact* option to the drop-down list when putting in details for a call to an account. Merged

When documenting on a call from my laptop in the calendar, the contact drop-down list appears to only have current contacts. There is no way to add a new contact without getting out and going around to the contacts page, then going back in to complete the note.