I'd like to make a feature request: When searching a contact in the search bar and a contact isn't in the system yet, it would be great to immediately have the option to create that contact.
Totally agree. Same for companies. The CRM should be smart enough to recognize an e-mail, company URL or name and populate that in the contact/ company form for a new record.
Right now if you search for a contact/company in the black header bar it takes 2 computer clicks to be at a point where you can add the contact/company. Would really like the shortcut.
This feature is in Beta for a randomly select group of portals. It will be available for everyone soon
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