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Save and close on new contact screen

  • November 12, 2025
  • 5 replies
  • 68 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. 
 

Best answer by Tara H

​@woodyg84  and ​@nhatnghetinh  thank you again for your patience.  We have played around with this internally and I learned that there is a default filter on the case contact field to only show contacts that belong to the selected case account.  There may be a missing business account link to the newly created account.  As previously suggested, please open a support ticket on this so that it may be reviewed by an agent and worked through the proper channels. 

Thank you.

    5 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)
      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
        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
          Acumatica Moderator
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          • Tara H
          • Acumatica Moderator
          • December 5, 2025

          ​@woodyg84  and ​@nhatnghetinh  thank you both for your info.  If you haven’t already, please open a support ticket so this gets formally tracked and follows the proper path to product resolution.  I will be attempting to replicate in the latest build and will collaborate with the team based on those findings.  Please feel free to reach out directly with any questions.

          -Tara

          Happy CRM'ing! -Tara (Acumatica Technical PM-CRM)
            T
            Acumatica Moderator
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            • Tara H
            • Acumatica Moderator
            • Answer
            • December 8, 2025

            ​@woodyg84  and ​@nhatnghetinh  thank you again for your patience.  We have played around with this internally and I learned that there is a default filter on the case contact field to only show contacts that belong to the selected case account.  There may be a missing business account link to the newly created account.  As previously suggested, please open a support ticket on this so that it may be reviewed by an agent and worked through the proper channels. 

            Thank you.

            Happy CRM'ing! -Tara (Acumatica Technical PM-CRM)
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