2237675 - Value Help for Contacts Does Not Provide the Option to Create Contacts

The Value Help for Contacts does not provide an option to create new Contacts.

SAP Cloud for Customer core applications

1. Go to the Sales work center.
2. Navigate to the Opportunities view.
3. Open any existing opportunity.
4. Navigate to the Contacts tab.
5. Click the Add button and select a contact role.
6. Open the Value Help for the Name field.
7. Observe that the required contact is not available in the Value Help, as the contact has not yet been created in the system.
8. Notice that there is no option to create a new contact directly from the Value Help screen.

       Current Behavior

       Currently, the user must close the Value Help dialog, manually create a new contact, and then reopen the Value Help to search for and add the newly created contact to the                         opportunity.

This is the standard system behavior.

• If the required contact does not already exist in the system, it is not necessary to first create the contact separately and then select it through the Value Help in the Opportunity.
• Instead, within the Opportunity UI, there is a New action available under the Gear icon (adjacent to the Add button). Using this option allows the user to create a new contact directly from the Opportunity screen. Once the contact is created, it is automatically assigned to the respective Opportunity

To create and assign a new contact directly from the Opportunity, follow the below steps:

1. Go to the Sales work center.
2. Navigate to the Opportunities view.
3. Open the relevant Opportunity.
4. Go to the Contacts tab.
5. Select the Add button and choose the required role.
6. Open the Value Help for the Name field.
7. Verify that the required contact is not available in the Value Help list.
8. Close the Value Help window.
9. In the Opportunity UI, select the Gear icon adjacent to the Add button and choose the New option.
10. Create the new contact.

Once the contact is created, it will automatically be assigned to the respective Opportunity

Value Help, Contacts, UI, Gear icon, Opportunities  , KBA , LOD-CRM-CON , Contact , How To