I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done.
The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create a custom button/function/module/whatever that will hopefully incorporate the functionality I want.
From a Contact or Deal, i'd like to have a button to create a new "meeting" to be entered as a calendar event. I envision there being a popup window much like when I'm on a Contact and go to "open activities" and click on "create Meeting". Except one that I can also run client side scripts on! I need data to be dynamically populated into the meeting fields, that is sourced from the contact and/or deal record, based on selections made in the new meeting window. For example if you were scheduling an onsite appointment for a service technician, it would make sense to populate the meeting location with the contact's location, add the phone numbers to the description, Maybe you are creating the event from a work order module and want to copy the work order description into the meeting description so the tech will have a quick/easy reference.
Additionally, I need to see a calendar view popup that will allow the user to see their calendar and scheduled events, so they're not going back and fourth between 2 screens to see their availability. Ideally allowing them to click on a timeslot to select it for the meeting.
How might I go about doing this?
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