AnsweredAssumed Answered

Multi level record creation

Question asked by laguna92651 on Oct 2, 2016
Latest reply on Oct 6, 2016 by laguna92651

Any suggestions how I might implement.

  1. I currently create a new record in sales Opportunity list view, selecting an already existing account with a drop down of all existing accounts..
  2. The Opportunity can have multiple contacts, which can be seen in the Opportunity form view in the contacts portal. a check mark is placed next to the primary contact for the Opportunity, the primary contact is what will automatically be displayed under contacts in the Opportunity list view, when a new Opportunity is created.
  3. The contacts shown in the Opportunity form view are a subset of the contacts in the account table.
  4. The Contacts in the account contact portal are are a subset from a list of contacts.

 

This all work all works well. However, I would like to be able, when needed, to create a new account and new contact as needed when I create a new opportunity, rather than going back to each form individually. Is this a reasonable thing to do? If so, how should I go about it?

 

1. Opportunity List View (Opportunity table)

Opp1.png

2. Opportunity Form View - Contacts Portal (Opportunity table)

Opp2.png

3. Account Form View (Account table)

Opp3.png

4. Contact List View (Contacts table)

Opp4.png

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