Cannot create related company/person/opportunity in place

[pombredanne]

Scope & Context

Create new person, company or opportunity in the UI.

Current behavior

When I create a new opportunity for a person in a company, I need to jump through hoops in this sequence:

• first I need to create the company because opportunity needs it
• then the person because I cannot relate a new person to a non existing company
• and then the opportunity because it needs a company first

Same when I am in a company card: I cannot create an opportunity or person directly from there, breaking again the flow.

Same when I am in a person card: I cannot create an opportunity or company directly from there, breaking again the flow.

This is a poor, non intuitive workflow to me; this is a productivity drag and I feel I am fighting against the app each time I create new entities.

The current approach forces me in a basic, crude CRUD https://en.wikipedia.org/wiki/Create%2C_read%2C_update_and_delete way to deal with records based on the app data model in the backing postgres tables and not based on how I work.

Expected behavior

When I create a new person, company or opportunity, I want to create related company/person/opportunity in-place in the card or list.

• For instance when I create a person in the list view, I should be able to create the company right away.
• From a person card, I would like to add a new opportunity from there.
• From a opportunity, I would like to add a new company and person from there.

[FelixMalfait]

I agree this is painful when using the app