Monday, May 25, 2009

CRM: Quick Call

A client recently asked: Is there a quick way to log activities that were completed immediately?

Yes, you can use the following script when you want to have the due date set to the current date. This can be used for logging phone calls, and tasks that are completed right away.

When you open activity is populates today's date/time and creates a null value in duration. You can then enter Notes, Subject and select Save and Close to complete.

Add this script to the OnLoad form property:

var CRM_FORM_TYPE_CREATE = 1;
var CRM_FORM_TYPE_UPDATE = 2;
switch (crmForm.FormType)
{
case CRM_FORM_TYPE_CREATE:
crmForm.all.actualdurationminutes.DataValue = null;
crmForm.all.scheduledend.DataValue = new Date();
break;
case
CRM_FORM_TYPE_UPDATE:
break;
}

This is added to the Phone Call entity to log calls
that are resolved while you are on the phone. When a
person calls, open their Account > select Activity >
Phone Call and the date/duration are filled by the script
above.

Enter the Subject and Notes, click Save and Close and the
Call is completed.

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