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Matthew Smith 42
New Contact for Lookup Page missing Account field
Hi all,
Within the Lookup page, when creating a new contact, there is no place to enter in the accout. See attached.
I would like to either add that field or if someone can send me a quick visual force page that has that field that would be great.
Thanks in advance!
Within the Lookup page, when creating a new contact, there is no place to enter in the accout. See attached.
I would like to either add that field or if someone can send me a quick visual force page that has that field that would be great.
Thanks in advance!
Thanks for the rapid response.
As I am not an expert at this, I just need a bit more clarification.
1-9, I am assuming that is a VisualForce page?
1, Just not sure if this is a part of that same page.
Sorry for the ignorance!
There is no need to select Account while creating Contact using above mention Lookup Screen, Because you already open this lookup screen from one of Accout record, what ever Contact you create here using lookup it automatically creates under the same account.
If you want to create contact under different account you can follow bellow steps:
1) Goto Account Tab.
2) Select Account under that you want to create Contact.
3) (Scroll down you will see Contact related list)
4) Click "New" under contact related list to create contact.
5) Provide Appropriate details.
Click Save.
Contact Created.
Let me know if it works for you.
Problem:
When a customer care agent creates a new case, does a lookup and the contact does not exist, they click the "new" button in that screen. From there, they want to be able to add the account instead of having to go into that contact after the fact and then add the account.
Those extra couple of clicks adds up in their day making them less efficient.
I have the same query that creating a new contact at the lookup on a case is required.