Adding a Contact to a new Client object

Mark HHP

I have a Client object which has Contacts attached to it.

Problem comes in when one of my Consultants wants to create a Client and it's Contacts at the same, clicking Add New doesn't work because Client technically doesn't exist yet. They have to first save Client THEN go back in and add Contacts, so that there is a Client for the Contact to belong to. So I need a way to create the Client object while keeping form open. I have 'close form after save' off but I don't think that applies to objects that haven't been created yet? Setting an attribute to save form when filled in will close form too.

Any ideas?

Rennur

Why don't you start by creating a Contact first, with the Client attribute having the Add New button.

That way if you are not selecting a Client, you can create a new client and once created it will be automatically populate the Client attribute of the Contact form

Cheers