SEARCH FOR CONTACTS FROM ACCOUNT PAGE

Hi,

Is there a functionality to allow users to search for contacts from an account page? Currently, you can only create a new contact. (Account page -> Contacts -> '+')

 

My use case is to, first search for a contact, and if it doesn't exist, create a new one. For example, "Configuration items"

 

Thanks

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2 comments

Hello,

 

There is no way to add existing contacts on this detail. The logic of application presupposes that the Account will be selected on a Contact page here http://prntscr.com/qn2vzm. After that the contact will appear on the detail on Account page.

If you still need to add the existing contacts on this detail, it will be necessary to create a new detail according to this development guide:

https://academy.creatio.com/docs/developer/front-end_development/creati…

 

Regards,

Dean

 

If you want to connect one Contact  with several Accounts you should use Job experience detail (probably with some modifications)

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