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I need help with couple of custom buttons foe Activities under Accounts and Contacts
I apologize in advance for being new to this.
Under Contacts and Account for the Activities I have "Log A Call" and "Send An E-mail" buttons.
I need to re-do Log A Call button, so it does the same thing it does not, but it also needs to set a value in custom Activity picklist Activity_Type__c to "Spoke"
I also need to clone that button and create Log Voicemail, which would do the same thing as Log A Call, but set the custom Activity picklist Activity_Type__c to "LVM"
Lastly, is there any way to have "Send An E-mail" button to set the Activity custom picklist Activity_Type__c to "Emailed"?
I can't see where to tweak that layout, since it does not show the picklist now.
I am doing this all to make it easier to track how my team is reaching out to our customers.
Thanks for all your help!