How to create a new record from the Lookup dropdown field

When you are creating a new record in Insightly, there will probably be other new records you need to create alongside it.

For example, if you are creating a new Contact you might also want to create the Organization they belong to. Using Lookup dropdowns, you can create both records at once.

For existing records, the option to create a new record will only appear by accessing the record in the blade view and clicking on the pencil icon; you cannot do this through in-line editing or full-screen editing.

You can use any standard or custom Lookup dropdowns you've created to create new records. In the example below, we will create an Organization while creating a Contact.

Make sure you have the Lookup dropdown field you need added to the page layout of the object type first.

Example - Creating an Organization while creating a Contact:

  1. Go to Contacts. Click New Contact.
  2. Fill out the Contact's details. Click on the grey Organization dropdown and click Add New Organization.
    screenshot-crm.pod01.insightlydev18.com-2019.05.01-10-54-17__1_.png
  3. Enter the details for your new Organization. Insightly will automatically check for duplicate Organizations.
    screenshot-crm.pod01.insightlydev18.com-2019.05.01-10-56-04__1_.png
  4. Click Save & Return when you are finished.
    Create_contact_Org_2__1_.png
  5. You will be redirected back to the Contact creation screen. Finish adding details to your Contact and click Save.
    New_contact_org_3__2_.png
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