We’re excited to roll out an update that streamlines how linked records are created for SmartSuite’s internal CRM. This improvement allows you to bypass the extra step of selecting a record and jump right into creating a new linked record, making your workflow more efficient.
Key Highlights
- Bypass the “Select records to link” modal: When the new setting is enabled, clicking the Add New button immediately displays a form to create a new record.
- Pre-filled Backlink: The new record form comes with the backlink field already populated, ensuring a smooth linking process.
- Inline Editing: Enjoy a refreshed table display that supports inline editing to quickly modify your entries on the fly.
How It Works
- Solution Managers have a new option to Only allow new record creationwhen configuring Linked Record fields.
- When this setting is switched on, instead of showing the record selection modal, a form for creating a new record appears instantly.
- After filling out and saving the new record, it automatically links to the current record—no extra steps required.
This update is designed to support workflows where selection of an existing record is not desired - for example, when creating a new opportunity for a target company in your CRM. Enjoy a more seamless linking experience with these improvements!