Hello-
I am wondering if there's any way to add an option to create a new account or a new record when searching for existing accounts/records? Here's the situation:
We input data about our clients' education information. We have a field called "Most Recent School Attended" and it' s a lookup field connected to Accounts. In Accounts, I have created many records for area schools. But, it'd be tough to get them all in there and occasionally a client will come in that has gone to a different school. Is there any way to add a "Create New" option either in the lookup/search results or somewhere on the object itself? It would be easier to go ahead and be able to create the Account than have to do it later and then go back and update the record.
I tried to add a custom link but realized that only showed up after the record was created which isn't exactly what I want.
Thanks for your help!
답변 2개
You can create new account on "account lookup dialog" when searching for account - if you have it enabled by the admin.
Other option is to ask some salesforce developer to implement the functionality for you.
