Creating a related element while working with another entity's card

Do you want to quickly create, for example, a new deal while working with a contact card? No need to close the current window and go to another section to do it.

Just use the special button in the element card you're currently working with.

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Select what exactly you want to create. For a contact, this can be a lead, deal, or company.

💡 You can also create an element of your custom smart object, if the option to display a two-way connection is active for the field that establishes it.

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As a result, your custom entity will be added to the list of available entities to create. A tab titled Smart Object will also appear.

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After clicking on the entity type name, the creation form for that element will open. We selected a deal. Here, you’ll need to fill out the fields and click Save.

🔍 You can read more about the full deal creation form in Uspacy in the following article.

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That's it! The new element is now in our database and is also displayed in the contact card tab responsible for related deals.

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☝🏻The system also remembers the last entity you created. That entity’s name will automatically appear on the button the next time you open the form.

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This works the same way for any other CRM entity or even for your own smart object. The only difference is the list of entities available for creation:

🟣 For a lead – only elements of your own smart object (SO), if that SO has a field with a two-way connection.

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🟣 For a company – lead, deal, and contact.

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💡 Also, elements of your custom smart object, if the two-way connection option is active for the linking field.

As a result, your custom entity is added to the list of available ones, and a tab titled Smart objects is displayed.

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🟣 For deals – only elements of your custom SO, if the SO has the field with a two-way connection.

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🟣 For your custom smart object – those entities for which link fields with two-way connection were created.

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If you have additional questions or you need to contact the support, send a request to this email [email protected]

Created: April 21, 2025 / Updated: September 19, 2025