M3 CLM user can now create a related entity from an opportunity

This feature is part of M3 Customer LifeCycle Management 2022.x Service Pack 1 release.


Salespersons can now create an Activity from the Opportunity dialog by using the Add activity button. The created record is linked to the opportunity.

Using Add Contact from Opportunity - Contact section, the M3 CLM users can create contact records.

To use this feature, the user must ensure to enable the Creating related entities in Opportunity and Activity feature in the M3 Mobility Core Tenant Toolbox. To enable and disable toggles, see M3 Mobility Core Tenant Toolbox Administration Guide.

The salesperson must have permission to create an entity and its relation.

KB article 2189079