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Log A Call button - Custom Build, HELP!
I'm the administrator to our SFDC system and I can't figure out how to build the apropriate visualforce page for our needs.
Here's what we currently have (the generic page).
I need to find a way to change it to something like the below.
Here's why.
I need to be able to report on the "result" of the calls being made to the contacts and accounts.
I need the default value of the result to be "not available" for ease of use as we log over a hundred calls per day.
I need the "schedule follow up task" at the bottom of the VF page to be configured in the same manner.
Here are two additional images that have examples of the expanded scope of the "subject" and "result" fields.
Really, I'm getting lost with this part of the project as I'm having a hard time educating myself with all of the formulas and coding.
Is there any templates that would be similar to this that I could edit....??
OR, maybe there is somebody here that could point me in the proper direction.
Thanks in Advance,
Wayne
Hi divedaddy03
I think when u click log a call button the Result and the Subject Should apper automatically.
if iam right then u can do this by passing parameters with url.
create a custom button and pass the url to the button.
check this link for example:-
http://raydehler.com/cloud/clod/salesforce-url-hacking-to-prepopulate-fields-on-a-standard-page-layout.html
Thanks
Anil.B
Thanks for the link/tip!
I'm not sure though that my issue is the button, I know how to redirect and/or create a costom button but don't I need to create a new VF page for it to redirect too?
Maybe I'm not understanding my issue or your suggestion properly?
I thought that I needed to create a new visualforce page that mimics the three lower images and then create a custom log a call button that points to that page?
In addition to (and maybe I should have explained in the first post), the three images are screen shots from somebody elses SFDC that I'm a user on but not a admin. I'm trying to build a "log a call" feature/page that will act as the one that they have (bottom three images).
Maybe there is a template somewhere that I haven't found?
Thanks in advance,
Wayne