Ability to "Add New" from the 1:1 and 1:Many Queues
The "Add New" button in the 1:1 and 1:Many queues is grayed out but we feel it's too restrictive. We would like the ability to add a new constituent from those queues.
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Are you are mapping or have added a defined value of "true" in the "Edit if Matched" fields in your formulas? To prevent duplicates from being added in BBCRM, if the "Edit if Matched" field is mapped or defined with a value of "true" (or a similar, accepted value), the "Add New" action button is disabled. If the "Edit if Matched" fields are not mapped or are defined as "false," the "Add New" button will be enabled.
If you'd like to check out more information on the "Edit if Matched" field, you can check out our solution entry here.
I believe we mentioned the update to the 'Add new' button in a communication to your team in November or December 2021, but wanted to track in here that we've "unrestricted" the 'Add new' button on the 1:1 and 1:Many Needs Attention grids, regardless if a match was found.