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Add a button within the Edit Page Layout
I need to add a custom button to the Edit page layout on a case record. I have succesfully added this button to the page layout, but I need to have this visable while the user is in edit mode. I have contacted SF basic support and they were unable to guide me through. Any suggestions?
What if you were to add a custom button to the custom links and buttons list, then link it to Marketsync outside of salesforce?
I already created my marketsync hyperlink and button, but I am having trouble moving the link that exists for the marketsync action and replacing it with the custom button. : ( Many days of pulling out hair here.
Could you shed some light on what I need to do to get it on the contacts page?
Thank you!
Patrick pschiffli@bokf.com