Hi,

Problem is just like you write, having the company name follow with you the whole time. I would have a a macro to put next to the caller field. pressing it would take you to the "new user" form and then it's easier to have the company to follow through with the sysparm_query. Like you are on a list and throw in a few filters, those filters comes with you if you press the new button.

By having a macro, it will be 1 less click as well for the user since they can press "new" directly from the form and don't need to go through the reference icon to get to new.