You’re offline. This is a read only version of the page.
65
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?
*This post is locked for comments
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
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,151
Super User 2024 Season 2
#2
Martin Dráb
229,963
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (