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.
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.