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Customer experience | Sales, Customer Insights,...

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Enable Quick Create for Contact at Case

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Posted on by ElineB

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Hi,

I cannot find how to enable Quick Create for a contact at a case, it does not show up. For Customer Account it is available.

And with almost the same form setup at entity Work Order it shows up.

What I have already done:

- Quick Create is enabled at entity Contact and Case.

- Made Contact and Customer Account Business Required

- Made relationship from Account to Contact Business Required.

How can I solve this?

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meelamri 13,212 User Group Leader on at

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RE: Enable Quick Create for Contact at Case

I reproduce the same thing in my environment. I think this is by design. Indeed, the Contact field is strongly dependent on the Customer field.

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