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GSmith Custom Button Help Needed
All,
First, I want to say I read a lot of these posts, and the information is always helpful. Second, I don't know a lot about creating custom buttons. However, I found a helpful post with a URL to create a task for logging a call for our call center to use. Below is the URL I am using for my custom button. There are two additional items I would like this button to do.
1. Populate today's date
2. Insert the lead name corresponding to the record where the button was clicked.
https://na4.salesforce.com/00T/e?task_id={!Lead.Id}&retURL=%2F{!Lead.Id}&tsk5=Call&tsk12=Completed&cancelURL=%2F{!Lead.Id}&ent=Task
I am trying not to have to use the Log Call button currently on the lead record because it prompts users to create a follow-up task which is confusing them. I want to make this as simple as possible. I'm close, but it would be better if I could add the two items above. Help!
https://na1.salesforce.com/00T/e?title=Call&who_id={!Lead.Id}&tsk5=Call&retURL=%2F{!Lead.Id}
For the today's date thing, why not make a workflow on Task such that if the Due Date is left blank then you do a field update on it to set it to TODAY()?