Client contacts tab add button in the C360.

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  • Updated 21 hours ago
In the C360 it would be nice to have a client contacts add button similar to what it looks like on the contacts page.

Contacts
 

Client Contacts


It would make adding contacts a lot quicker and easier. Thanks!
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Andrew Biehle, Employee

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Posted 4 weeks ago

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Sidhu, Employee

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Hi Andrew, 

I am guessing that Contacts section is a related list section on the standard SFDC Contacts object. What is the Client Contacts section? Is that a related list section or another section? If it is a related list section, then what object is it based on? 

We show the Add button on all related section on SFDC objects and the Add button should show up if the user viewing it has permissions to create records on that SFDC object.

We have plans to bring in similar capabilities to related list sections build on MDA objects as well.