Use a Custom Function to populate a new potential form
Hello,
Can someone help me to achieve this example?
I have a Accounts with Customer Name, Address and Phone.
From the Account view I want to add na Custom Button to create a new Potential, but I don´t want to directly create a new Potential with PotentialCreate = zoho.crm.create("Potentials", PotentialMap);
Instead, I want the user to be directed to the New Potential screen with Customer Name, Adress and Phone pre-populated in the form. User would them complete the remaining required fields and save the Potential
Thanks!