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"Add Existing" not working on Sub-Grid on Account RRS feed

  • Question

  • Intent:

    Add an existing contact via the Sub-Grid on the Account form.

    Current Status:

    I have Admin privs.

    2015 version.

    The relationship is a 1:N through parentcustomerid lookup.

    This field is "optionial."

    I deleted the "Quick Create" option

    I hid the "Add New" button on the Ribbon Workbench

    On the Ribbon Workbench:

    Here are the Display Rules:

    AppendToPrimary

    AppendSelected

    CanWriteSelected

    ShowForOneToManyGrids

    Here are the Enable Rules:

    AppendToPrimary

    EntityFormIsEnabled

    NotOnMarketingListOrListUnblocked

    NotOnMarketingListOrListActive

    No matter what, everytime I click the + sign, it wants to create a new Contact.

    Wednesday, June 3, 2015 3:01 AM

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