Custom Link or Button help

[phoenixfire425]

Is there a way to have a link or a button on the list view or the details view/?

What i want the button to do is when the user clicks on the button it will put a "Call" into that accounts history with the date stamp.

Is this possible.?

[andopes]

Hi phoenixfire425

It is possible to do.
Take a look at the file modules/Leads/metadata/detailviewdefs.php
Look at the Convert Lead button.
You have to create a customCode for the button you want to display and point it to an action which will put a Call into Account history.

Let me know if you have any issue.

Cheers

[phoenixfire425]

Hi phoenixfire425

It is possible to do.
Take a look at the file modules/Leads/metadata/detailviewdefs.php
Look at the Convert Lead button.
You have to create a customCode for the button you want to display and point it to an action which will put a Call into Account history.

Let me know if you have any issue.

Cheers

ok well i found the file but i am not really sure how to make it enter the info into the account history?
i dont know the scripting for it..

any pointers?

[phoenixfire425]

Can anyone help me on this? please.

[phoenixfire425]

bump....

this is just to keep the post alive i still need dire help on this.

Thank You

[andopes]

Hi phoenixfire425

If you want to create a new Call inside the current Account History in the background so you should create a script which create a new call, set the parent_type as 'Accounts', parent_id as id of the current account and the other fields you want to set.
After saving the call you can redirect to the DetailView of the current account.
This scrip should be the target of the button to be created.

Cheers

[phoenixfire425]

Hi phoenixfire425

If you want to create a new Call inside the current Account History in the background so you should create a script which create a new call, set the parent_type as 'Accounts', parent_id as id of the current account and the other fields you want to set.
After saving the call you can redirect to the DetailView of the current account.
This scrip should be the target of the button to be created.

Cheers

Im still clueless on how to do this...

Ok i will tell you what i have done now..
I have made a clickable button at the top of the page inside of the account detail.

The button is just a copy of the Edit button but i just changed the name to "Call Report"

When the user clicks on the "Call Report" button i want it to automatically create and entry in the account history with the time the button was clicked.

I am very new to this so if you could give detailed instruction that would be greatly greatly greatly appreciated.

For instance where do i put the query what files do i change ect ect ect.

Thank You Very Very Much



this is what i have for my "Call Report" Button

<input title="{APP.LBL_EDIT_BUTTON_TITLE}" accesskey="{APP.LBL_EDIT_BUTTON_KEY}" class="style2" onclick="this.form.return_module.value='Accounts'; this.form.return_action.value='DetailView'; this.form.return_id.value='{ID}'; this.form.action.value='EditView'" type="submit" name="Edit2" value="Call Report" />

[phoenixfire425]

bump.............

[phoenixfire425]

bump....................

[phoenixfire425]

can anyone help me out please.