Creating a call button which triggers a "Calls" window with Current Call.
Hello,
Purpose: Easy to cold call from Leads module without having to enter every single lead.
I have been trying to create a button which triggers the same window that "Calls" from the Activities section does.
I have managed to create the button.
Purpose: Easy to cold call from Leads module without having to enter every single lead.
I have been trying to create a button which triggers the same window that "Calls" from the Activities section does.
I have managed to create the button.
I did that with this script in functions:
leadDetails = zoho.crm.getRecordById("Leads",leadId);
mp = Map();
mp.put("Subject","Cold Call");
mp.put("Owner",ifnull(leadDetails.get("Owner"),"").get("id"));
mp.put("Call_Type","Outbound");
mp.put("$se_module","Leads");
mp.put("What_Id",leadId);
mp.put("$which_call","CurrentCall");
create = zoho.crm.createRecord("Calls",mp);
info mp;
info create;
return "";
However, when I click the button I dont get a popup window so I can specify the fields or make notes.
What it does do is create the activity, leaving me no option but to do what I didnt want to do, which is enter the specific lead, open the activity and specify the fields or make notes.
What it does do is create the activity, leaving me no option but to do what I didnt want to do, which is enter the specific lead, open the activity and specify the fields or make notes.
If this is not possible, how can I solve my problem?
Help !!
Kind regards
Simen
Help !!
Kind regards
Simen