When trying to add a new contact to a Customer Contract, i would normally have to create the contact first in a separate tab, and then add it through the contract page by searching for the contact.
When i changed this so that the contracts now link directly to Contacts without Lnk Class, i am now able to create contacts directly under Customer Contracts.
The problem now is how do i add an existing contact - as i can only create new.
I was hoping there would be a solution to add a new button, to either create / add existing contacts.
Is this possible?
Kind Regards
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Hi All,
When trying to add a new contact to a Customer Contract, i would normally have to create the contact first in a separate tab, and then add it through the contract page by searching for the contact.
When i changed this so that the contracts now link directly to Contacts without Lnk Class, i am now able to create contacts directly under Customer Contracts.
The problem now is how do i add an existing contact - as i can only create new.
I was hoping there would be a solution to add a new button, to either create / add existing contacts.
Is this possible?
Kind Regards