Create multiple records at once with Lookup dropdown fields

Previously when adding a new contact, you had to remember to add the new organization first before adding the new contact in order to relate the two together.

No more! Now, you can start creating the contact first and add that new organization at the same time using Lookup dropdown fields.

It makes data entry with linked records a lot easier by saving the organization, and the contact, then linking the two together in one fluid motion.

It’s not just available for entering contact and organization data - it applies to all inline linked records for all forms in Insightly, including any custom objects and fields you have.

To learn more, read How to create a new record from the Lookup dropdown field.




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