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Subgrid account <-> contact, add new / add existing

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Posted on by Microsoft Employee

Hello

When I want to add a contact to a account with the subgrid on the account form, the contact form pops up for creating a new contact (add new).

What I want is the "lookup field" to show up, when I press the "+" button on the subgrid (add existing).

Is it possible to change the behavior of the subgrid or is the "+" on the subgrid for contacts always "add new"?

I already tried to set the field requirement on the relation and the related account lookup field on the contact to optional but it didn't work.

Thanks for your answers.

Relation between account and contact:

5340.7103.Capture.PNG

Lookup field on contact form:

6683.2017_2D00_06_2D00_08_5F00_15_2D00_34_2D00_50.png

  • Verified answer
    Frank Lee Profile Picture
    Frank Lee 4,616 on at
    RE: Subgrid account <-> contact, add new / add existing

    CRM Account and Contact relationship behavior in this SubGrid scenario is set differently.  It always opens a new Contact record when press with a + even when the requirement for the relationship is optional.

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