Redwood How to add task creation buttons, appointments, and interactions within opportunities
in Sales
Summary:
We want to add creation buttons so that it's not just about having to type in the record search.
Content (please ensure you mask any confidential information):
We want to add another option for creating appointments, tasks, logging interactions, etc., within a module. For example: Opportunities, Leads, Accounts. Currently, to create a task, we have to type "Create Task" in the search bar. This is useful, but we want to know if it's possible to also add a "Create Task" button. Is this possible?
actually:
Version (include the version you are using, if applicable):
26A
Tagged:
0