We should be able to add a new Contact record and add it to the Request record in one smooth operation in Sky.

It should not take three steps to change the Primary Contact on a Request record in Sky. Currently it appears we have to search for the Contact name, Add the new Contact name, then Change the Primary Contact on the Request record. That's two steps too many. We should be able to search, add, and associate the new contact to the Request in one operation.

  • Carol Greco
  • May 7 2021
  • Reviewed: Voting Open
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  • Wendy Rohrbach commented
    December 19, 2023 20:15

    Still waiting for this to happen :(

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  • Kate Bartley commented
    June 15, 2022 19:44

    Yes, Wendy - great idea.

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  • Wendy Rohrbach commented
    August 04, 2021 22:12

    Agreed. Also you should be able to add a new contact from the same tab that you can add a new request or organization.

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