Feature Request
Description
When creating a new activity and the contact person does not yet exist in the system, there is currently no way to add them on the spot. The user is forced to cancel the activity creation, navigate to Contacts, create the contact, and then return to create the activity.
Pipedrive handles this elegantly — when typing a contact name in the contact field and no match is found, an inline "Add [Name] as new contact" option appears, allowing the user to create the contact without leaving the current workflow.
Expected Behavior
When adding a new activity and the contact field finds no matching contact, the user should be able to:
- Type the new contact's name in the contact search field
- See an option such as "+ Add '[Name]' as new contact" inline in the dropdown
- Fill in minimal required contact details (e.g. name, email) in a quick-add modal or inline form
- Have the contact created and automatically selected in the activity form — without losing any progress on the activity being created
Current Behavior
No inline contact creation option exists. Users must exit the activity creation flow, create the contact separately, and restart.
Why This Matters
This friction point interrupts sales workflows. After a call or meeting, reps want to log the activity immediately. Having to navigate away to create a contact first breaks focus and risks the activity not being logged at all.
Reference
Pipedrive's implementation is the gold standard for this UX pattern — inline entity creation in any relational field without losing the current form state.
Priority
Medium — usability improvement with meaningful impact on daily workflow efficiency
Feature Request
Description
When creating a new activity and the contact person does not yet exist in the system, there is currently no way to add them on the spot. The user is forced to cancel the activity creation, navigate to Contacts, create the contact, and then return to create the activity.
Pipedrive handles this elegantly — when typing a contact name in the contact field and no match is found, an inline "Add [Name] as new contact" option appears, allowing the user to create the contact without leaving the current workflow.
Expected Behavior
When adding a new activity and the contact field finds no matching contact, the user should be able to:
Current Behavior
No inline contact creation option exists. Users must exit the activity creation flow, create the contact separately, and restart.
Why This Matters
This friction point interrupts sales workflows. After a call or meeting, reps want to log the activity immediately. Having to navigate away to create a contact first breaks focus and risks the activity not being logged at all.
Reference
Pipedrive's implementation is the gold standard for this UX pattern — inline entity creation in any relational field without losing the current form state.
Priority
Medium — usability improvement with meaningful impact on daily workflow efficiency