Hi pros,
How to automaticaly open Activity QuickCreate form right after saving Account or Individual customer QuickCreate form?
And how to automaticaly open Activity QuickCreate form right after completing an activity?
Our client would like to restrict creating any new customers in C4C without any activities for them. So I am looking for a way to implement the following scenarios:
A. Customer creation
1. Customer Quick create form is filled in and new customer is saved
2. New form pops up asking me to choose a type of activity to create (task, appointment or telephone call)
3. Quick create form opens for a selected activity type
B. Activity completion
1. User is changing Activity status to Completed
2. Under certain condions (a value in the custom field of customer attached to completed activity) new form pops up asking me to choose a type of activity to create (task, appointment or telephone call)
3. Quick create form opens for a selected activity type
Best regards,
Nadezhda Rukavishnikova