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Question

Save and close on new contact screen

  • November 12, 2025
  • 3 replies
  • 38 views
W
Jr Varsity III
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When a case with "Business Account" selected, but new contact needed, using "Save&Close" button on pop-up new contact screen closes the pop-up screen but "Contact" field on case screen is not filled with newly created contact record. This is different behavior compare with same step took but no "Business Account" selected on the case. 
 

    3 replies

    T
    Acumatica Moderator
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    • Tara H
    • Acumatica Moderator
    • November 13, 2025

    Hi ​@woodyg84  - could you please tell us what version you’re running?  Additionally, although it does not populate the value after clicking “Save and Close” - is the newly created contact available in the list?   I am unable to replicate this on the latest version. 

    Thanks. -Tara

    Happy CRM'ing! -Tara (Acumatica Technical PM-CRM)
    Chris Hackett
    nhatnghetinh
    Captain II
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    • nhatnghetinh
    • Captain II
    • November 14, 2025

    Hi ​@Tara H 

    I also have the same issue on Acumatica 2024 R1 - Build 24.107.0004

     

    Regards,

    NNT

    I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
    Chris Hackett
    T
    W
    Jr Varsity III
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    • woodyg84
    • Author
    • Jr Varsity III
    • November 14, 2025

    Version: 25.101.0153

     

    new contact was created, but just did not added to case contact field, have to use magnifying glass to select, that is the extra step comparing if no business account selected on the case.

    T
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