How do I create a new organization when entering a new contact in the new interface?

In the old interface, I could create a new organization when creating a new contact, all in the same screen. Now, the new interface only lets me look for an existing organization. How do I fix this?



1 comment
  • Hello Howard,

    When creating a new Contact there isn't a way to create a new Organization at the same time.

    I understand this was a useful feature in our Insightly Classic.

    As a workaround, you can create a new Organization first then click on the Actions button to create a new Contact.

    This will automatically create a link also between both records. 

    I hope this is an option for you. 

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