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Add New Account from Opportunity Record

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  • 1.  Add New Account from Opportunity Record

    Posted 24 days ago
    Hi all - we are working in the new UI.  We have a link to the Account entity on our Opportunity Form so that users can either choose an existing account or (in the past) add a new account.  In the new UI, when we click on the "New Account" link in the smart lookup, it pops up a dialog saying that you need to save your opportunity (which is not possible at this stage, because there are many other required fields) or discard.  If you discard, you lose your opportunity and it takes you to the Account entity to add a new account.

    In the past, it opened up an account form.  We could add the new account and then add the new account to the Opportunity record.

    What are we missing?  Anyone know of a way to add a new account record while creating a new opportunity at the same time?

    Thanks in advance for any suggestions.


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    Darcy Smith
    ICF
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Add New Account from Opportunity Record
    Best Answer

    TOP CONTRIBUTOR
    Posted 24 days ago
    If you have the Account setup with a Quick Create form, then you should get a dialog pop out on the right side of the screen without being required to save the opportunity:


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    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Add New Account from Opportunity Record

    Posted 23 days ago
    Thanks, Nelson!  That did the trick.  Much appreciated!

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    Darcy Smith
    ICF
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Add New Account from Opportunity Record

    TOP CONTRIBUTOR
    Posted 23 days ago
    I'm like - 'wow - the opportunity creates the account'! 😮

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    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
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    Academy - Online Interactive Learning from Experts


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