The contact search module provides users the ability to add a new contact directly through the search module window. If you want users to create contacts this way, you can indicate this by using the settings in the Search Module Actions section on the Filter Display tab of the contact search view, as shown in the following image.
Search Module Actions Section of Contact Search View
The Actions section is only displayed if you have indicated on the General tab that the search view should be available in the search module. It appears below the Search Qualifiers section (as shown in the Filter Display Tab on Search View Screens image) and provides the options for displaying the add person and the add company buttons.
If Company Search Only is selected on the General tab of the search view, then you do not have the option of displaying the add person button to the user. The search view is available to users only through the Company field of a contact record, which is intended for finding and selecting only company contacts.
If you provide the capability to add a contact through the search view in the search module, consider the following information:
•The add person and add company buttons appear for the user only when the search view appears in the search module. If the search view is set to be available in other areas, such as search modules or portal panes, the buttons do not appear when the search view appears in those areas.
•When a user adds a contact through the search module, only certain values that the user can provide on the Filter tab or the search criteria section of the object's search screen are saved in the new contact record, even if additional fields are available on the Filter tab or search criteria section. For details on adding contacts from search modules, see the User Guide.
•If there are any required custom fields for contacts, users will not be able to add contacts through the search module when the category for those custom fields is indicated as the default category of the contact they want to add.
•Any rules that are triggered on the creation of a contact record will also be triggered when the user clicks add person or add company.
The following table describes the items in the Search Module Actions section on the Filter Display tab of the contact search view.
