how to set up a pop up after finishing activity that asks if you want to set another appointment

(0) Share

Report

Posted on by jsmith1107

Hi,

I want to have a box that pops up after I finish putting in my notes in the timeline. The box would pop up upon save and ask if I would like to create another appointment with the contact and then it would let me set a date and time.

Is this possible?

Thanks

Jeff

All responses (6)

Answers (0)

Jess Howes 65 on at

Like (0)

Report

RE: how to set up a pop up after finishing activity that asks if you want to set another appointment

Hi Jeff, just seen an article and the conclusion at the bottom of it may provide solution for you here.

Link here:

www.inogic.com/.../
Jess Howes 65 on at

Like (0)

Report

RE: how to set up a pop up after finishing activity that asks if you want to set another appointment

Unfortunately I wouldn't know how much effort this would be for a developer, nor do I know whether it would be a plugin or JavaScript or some other language. I just know it's something I had when managing a Sugar CRM system but can't remember if it was standard functionality or if it was custom before I took on the system.

Sorry
meelamri 13,204 User Group Leader on at

Like (0)

Report

RE: how to set up a pop up after finishing activity that asks if you want to set another appointment

Hello,

Can you please explain your scenario with some screenshots ?
jsmith1107 20 on at

Like (0)

Report

RE: how to set up a pop up after finishing activity that asks if you want to set another appointment

Exactly what I was looking for. Do you think that would take a lot of development?

Thanks

Jeff
Jess Howes 65 on at

Like (0)

Report

RE: how to set up a pop up after finishing activity that asks if you want to set another appointment

There may be some development you could have someone do to have a 'Save & Create New' sort of button? So upon Save it takes you straight into a new record pulling through the Contact and allowing you to set the Date and Time of the next action.
LuHao 40,872 on at

Like (0)

Report

RE: how to set up a pop up after finishing activity that asks if you want to set another appointment

Hi partner,

Unfortunately, there is no such feature.