Interesting one - and looking for a way around an issue.
I have a contacts table with first name and last name separate. I then add them together as a way to easily look up people in another table (projects table for instance!)
However, since it is a formula that adds the first and last name together, and it is the formula column that is looked up in the projects table, one cannot use quick-ad. I was going around in circles trying to figure out why quickadd wasn’t working when it WAS enabled on the column. Finally logic prevailed.
But this leaves me without important funcitonality.
In my projects view, I can quick add a company, but I cannot quick add a person. Instead, I need to navigate to the contacts page, add the contact there, and go back to my projects page. A pain point!
Can anyone think of a way around this?
So - the people tab in my project :
The setup of my contacts table :
Being unable to quick-add a contact (its looking up the combined first name / surname. There’s no point doing it just by surname… a lot of the time you use a first name to jog your memory of a surname and vice versa :
And here’s quick add working fine on the client (where its NOT a formula column thats being looked up!)
I’d love to figure out a way around this! Many thanks.