Wednesday, September 1, 2010

HEAT: Adding A Command Button To The Call Log

A client asks: Can I add a command button to the Call Log form to create an assignment?

Yes, to do this would involve a customization and using Assignment autotask.
To create the command button, you would do the following:

- Open the Administrator module
- Select New Edit Set
- Select the Call Log form
- Drag the command button from toolbox onto the form
- Give the command a label (e.g. Create Assignment)
- Select Control > Connect > Autotask
- Select the Add a new assignment autotask
- Commit the edit set

The button will now create an assignment from the Call Log form.

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