I would like to add a drop down box to record phone call attempts. The list would be:
No answer, bad number, contacted, etc.
On change this would provide the outcome, user and date of the call on the General Tab of the Account information window for easy reference and I would need to be able to search it to make a report of calls and immediate outcome.
Can this be done or should I have my 3rd party do it?
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Hi Dean,
I would probably do this with a workflow, as I don't have a good handle on writing scripts (some other forum members may be able to comment on that).
To do this in a workflow:
You should have a play around with this because you can do conditional workflow and a whole range of neat stuff.
cheers
John
Hi Hank
Ok, I have the attributes added successfully. Now I need a script. I have three attributes added: Picklist, Modifiedby, Modifiedon. What I need is a script to put in the Picklist attribute onchange that will put the date in the modifiedon field and another that will put the current user in the modifiedby field.
Is this anywhere near what I need?
{switch (crmform.all.modifiedon.DataValue)
{var = newDate()
break;
}
This is as close as I can figure out from my searching. Feel free to LOL if needed.
Thanks
Dean
Excellent
thanks Hank
Dean
Hi Dean,
Have you added the new attribute? If you go to Settings -> Customization -> Customize Entities and open the Account entity, click on Attributes in the left hand navigation pane and then New from the action bar.
Once you have created and published the new attribute, it will appear in the form editor.
cheers
Hank
Thanks Sam
I know I need a work flow to do this. I just cannot figure out how to add the field to the account general tab. When I try to add the field to the account entity it only gives me an option of using a preexisting field like address1 or something. I need a user defined field that I can then format with a list of responses to choose from that I designate. Then I need to add the user field and the date onchange field.
I know I am missing something, I just can't figur out what it is. Thanks for your help.
Dean
Hi Dean,
You can create the workflow on update of the phonecall dropdown list and update the Account records with the according values.
Also you can do it by the plug in or by the javascript.
Thanks!
Sam
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