Repeatedly adding CRM contacts is annoying

Created on 20 August 2025, 13 days ago

Problem/Motivation

Right now in order to create multiple contacts, I have to click out to the Admin Content menu, then the CRM tab, and then the Add Contact button, and then the kind of contact you want each time. This quickly gets pretty annoying, and is something the typical end user will have to do a lot.

Proposed resolution

Change the Status Message that pops up after you create a contact to include links to add the different kinds of contacts

Remaining tasks

User interface changes

API changes

Data model changes

✨ Feature request
Status

Active

Version

1.0

Component

Code

Created by

πŸ‡¨πŸ‡¦Canada speckles

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Comments & Activities

  • Issue created by @speckles
  • πŸ‡ΊπŸ‡ΈUnited States jdleonard Austin, TX, USA

    I feel like the status message could get overwhelming if it includes links for each Contact Type.

    What if we added two buttons to the Contact add form?

    • "Save and add another [Type]" -> /crm/contact/add/[type]
    • "Save and add another Contact" -> /crm/contact/add
  • πŸ‡ΊπŸ‡ΈUnited States jdleonard Austin, TX, USA

    Created a draft MR to add those buttons. Both buttons were working for me, but now only one of them is and I can't figure out why. Could use some fresh eyes!

  • Pipeline finished with Success
    12 days ago
    Total: 1523s
    #578664
  • πŸ‡ΊπŸ‡ΈUnited States bluegeek9

    Maybe this should be the same as add Taxonomy term form:
    'Save' and 'Save and goto list'.

  • πŸ‡ΊπŸ‡ΈUnited States bluegeek9

    bluegeek9 β†’ changed the visibility of the branch 1.0.x to hidden.

  • πŸ‡ΊπŸ‡ΈUnited States jdleonard Austin, TX, USA

    I like the idea of following an existing pattern. However, a key difference here with adding a taxonomy term is that from the list of taxonomy terms, there is one button to get back to the term add form whereas for contacts, the button takes you to `/crm/contact/add`, which then requires you to make another selection (a bundle).

    I agree with @speckles that creating contact after contact will be a common pattern and is worth optimizing for. The two additional buttons optimize for the sub-scenarios of 1) creating another Contact of the same type; and 2) creating another Contact of a different type.

    Sub-scenario 2 could perhaps be eliminated if the contact add form were to provide a way to create an associated contact e.g. while creating a Person, create an Organization with a corresponding Relationship (I would think that creating a related Contact would be the most common cause of sub-scenario 2), but there's much more complexity there so I'd propose deferring consideration of that.

    Changing IS and title to reflect my proposed solution (but seeking input from @speckles too).

  • πŸ‡¨πŸ‡¦Canada speckles

    Changes suggested make sense to me

  • πŸ‡ΊπŸ‡ΈUnited States jdleonard Austin, TX, USA

    This is now working. Maddeningly time consuming to figure out what the problem was. Placeholder variable needed to start with @ rather than % so as to not introduce HTML into the button label, which was silently causing a no-op.

  • Pipeline finished with Success
    4 days ago
    Total: 1467s
    #584815
Production build 0.71.5 2024