Hello,

I'm very green with the whole coding/custom building thing, but I've managed a few feats that encourage me to try some more.  What I'm trying to do is create a button on an opportunity page that when clicked, will send me (specifically me) either a task or an email.  The body of the task/email can simply give the project number of the given opportunity.  I'm just trying to make it easier for my construction leads to tell me when a job can be invoiced.  (the obvious phone call is just not working...)

Does anyone know how to do this?  BTW, we only have Salesforce Professional.

Thank you,

Val

Hello,

I'm very green with the whole coding/custom building thing, but I've managed a few feats that encourage me to try some more.  What I'm trying to do is create a button on an opportunity page that when clicked, will send me (specifically me) either a task or an email.  The body of the task/email can simply give the project number of the given opportunity.  I'm just trying to make it easier for my construction leads to tell me when a job can be invoiced.  (the obvious phone call is just not working...)

Does anyone know how to do this?  BTW, we only have Salesforce Professional.

Thank you,

Val