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Customer Forum

Create new organisation button in opportunity form

Melissa Posted: 2017-03-06 14:02

Hello Workbooks,

I would like to create a new organisation from the opportunity form as I can do for a contact, using the "create a new person button" (+ sign in a green square). Is it possible to add this same button next to the prospective customer field in the opportunity form?

Many thanks for your help.

Melissa

Sam (Workbooks Online) Posted: Fri, 10.03.2017 - 11:24

Hi Melissa,

Unfortunately it is not possible to bring the New Organisation button onto the Main Form next to the Prospective customer field. However, it is possible to access it from the Search button (Binoculars) this opens a new form that will give you the ability to add a New Organisation or a New Person.

I have included an image below to help with this, if you would like any further assistance on this please contact the support team directly and we will be happy to help.

Forum Prospective Customer New Organisation.png