Looking for quick creation of a new contact during activity processing

Question

We are looking for a quick way to create a new contact during the process of activity management.  Once I have selected my business partner and then I search for a contact, if the contact I need does not exist yet there are several long involved ways to go create the new contact.  Several people from SAP have alluded that there is an add button that should be available on the business partner central search window that comes up when you look for contacts but we have no add button.  Does someone know if the add button becomes available later?  We are on CRM 5.0  - has anyone customized a way to add a contact here without having to go into the account application relationship tab.  We are coming off of Mobile Sales where there is a pop up window to add a contact. We need to replace this functionality.

Answer 1

Hello Pascale,
"Follow-up" button is present to enable a quick creation of follow up.
That is end user can just input those limited fields, and click on this button to create the document without going into the detail.
And at the same time, standard IC do provides another link to the detailed follow up documents to enable user add more detail.
The link "Follow-up Details" can realize such purpose and should be the one you are asking for.
The steps are:
- select the transaction type in the drop down;
- click on "Follow-up Details" link, this lead to another page of the detailed activity creating, only at this time the activity is being created;
- click on the Back button without save, you will return to the previous screen, and get the link in Activity Clipboard for future access;
Hope I have understood your requirement correctly!
Hongyan