Hello,
I’m using SuiteCRM 8.8.0 and I noticed that a very useful feature from SuiteCRM 7.x is currently missing.
When creating a new record, such as an Opportunity, the “Account” relate field opens a popup/modal to select an existing record. However, there is no option to create a new related Account directly from that screen.
In SuiteCRM 7.x, this was possible via a “Create” button or link within the relate field interface, allowing for a smooth data entry workflow. Currently, users must:
-
Cancel or suspend the creation of the Opportunity,
-
Create the new Account separately,
-
Return and link the newly created Account to the Opportunity.
Suggested enhancement:
Add a “Create new” option to the relate field selection modal, so that:
-
A new related record (e.g. Account) can be created on the fly,
-
Once saved, it is automatically selected and linked in the original form,
-
The user can complete the workflow without interruption.
This would restore a much-valued feature and greatly improve usability and efficiency.
Thank you for your excellent work on SuiteCRM 8!