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1. New field type for people picker

   Right now the system has 2 "people" fields (like owner) on a record. All other people associated with the record need to be added as associated contacts. But it take a lot of steps to add someone as an associated contact... you have to go to a separate area, look for them, choose what type of contact they are, and then click the "add contact" button. I want to have more options like the owner field, where the field is housed on the form itself and people enter the name of the specific contact in that field and hit enter and that is all.

   I want to be able to reference information from that field for web page views and template formulas the same way that I can pull owner.firstname or owner.email.

   I want to be able to run smart check validations off the field to make sure it is filled out before moving to a new status.

   I want to be able to pull these fields into list views.

   If there can't be a new field type for an unlimited number of people picker fields, I would like to have at least 10 standard fields of this type that I can use in different places on the form.

   Right now the system has 2 "people" fields (like owner) on a record. All other people associated with the record need to be added as associated contacts. But it take a lot of steps to add someone as an associated contact... you have to go to a separate area, look for them, choose what type of contact they are, and then click the "add contact" button. I want to have more options like the owner field, where the field is housed on the form itself and people enter the name of the specific contact in that field and hit enter… more

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   0 comments  ·  Grant Management  ·  Delete…  ·  Admin →
   Product Education  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

   You can use the linked record list to add associated contacts directly within the form. A redesigned, simplified interface is also planned for the October 2025 upgrade.