Hello, I'm trying to add a simple button in Account to add a new contact. The button won't show up for some reason. Maybe something to do with record types (for either Account or Contact)?
See video of the issue:
8 Antworten
Hi Ajaypreet, thank you so much for helping me. FYI, I opened a case with Support and they told me when I have multiple record types, I needed to go to Global Actions, select the action (New Contact in this case) and activate it for that record type.
Video:
