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Adding Contact From Within Company

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Matthew Hilton

Hi there,

Two questions, both related.  When I'm viewing a contact record of type Company, in order to add employees/contacts to that company, I first have to click the "edit" button and then the "add" option appears below, to add contacts. Is it possible to access the add button without first clicking edit?

Second question... using that "mini form" I cannot add all of the details I want.  Is it possible to have it open the full contact form/view so that I can add images, additional contact info, etc., from that screen? Similarly, once contacts are added, if I'm viewing the company and I click on a contact below it, it opens the mini form, but I'd prefer it to open the full contact form/view (*or perhaps have the option, one button to go to the 'overview' (as it is now) and one button/link/click/etc., to open the standard contact detail record/page/form.

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faOtools
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Hi,

1. No, unless you develop your own widget (re-develop this) for that purpose. You can create contacts from the same menu as you create companies (partners' menu), just indicate this company as a parent.

2. You can see the full view from the partners' menu. If you want to see a full form view, you need to change the xml view of partner

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