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Contact quick create form - October 2019 update

  • 1.  Contact quick create form - October 2019 update

    GOLD CONTRIBUTOR
    Posted Oct 30, 2019 09:37 AM
    Did this happen to anyone else, or just me?

    The quick create form for Contacts (in sandbox and production) seems to have moved a few fields around in order.
    Quick Create: Contact, Details, First Name, Account Name, Last Name



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    Adam Posegate
    Fox Valley Technical College
    Appleton WI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Contact quick create form - October 2019 update

    TOP CONTRIBUTOR
    Posted Nov 01, 2019 09:42 AM

    With the latest update we had the Business Card button added to the top but it did not change the field order on our quick create forms.  Did you customize the managed quick create form, or create your own unmanaged quick create form?  If it was the latter, maybe the system defaulted back to the managed one?



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    Ben Edgren
    CRM Applications Manager
    Hufcor, Inc
    Janesville WI
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Contact quick create form - October 2019 update

    Posted Nov 01, 2019 09:55 AM
    I had the same thing happen with the Contact Quick Create form - the Last Name field shifted down two rows on the form.  There was no modification to the form and appears to have happened after the update.

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    Dean Devin
    Marketing Analyst
    Organized Living
    Cincinnati OH
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Contact quick create form - October 2019 update

    Posted Nov 04, 2019 02:30 PM
    This happened to us at well. We have 4 CE environments and it happened on 3 of them.
    I was able to update the quick create form to resolve this.

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    Sandra Devin
    CRM Analyst
    National CineMedia
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    Academy - Online Interactive Learning from Experts


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