posted May 6, 2011, 6:57 AM by Ezra Kenigsberg
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updated May 9, 2011, 10:27 AM
]
#DataTipOfTheDay 2011-05-06
Q: "How do I learn to love logging completed Tasks?"
A: Me, I revamp the "Log a Call" button. I have two "Log a Call" gripes:
- Misleading Label. Because "Log a Call" can be used to capture any kind of completed Task, I'd prefer "Log a Task" or "Record My Activity" or--best yet--a fully-customizable label.
- Bummer Placement. Forcing people to go to Activity History isn't user-friendly imo. I prefer a more convenient button.
These two issues can be worked around by creating a custom "Log a Task" button:
- Navigate to Setup | Customize | Contacts | Buttons and Links
- Click "New"
- In the "New Button or Link" dialog, enter the following values:
| Label: | Log Action [or whatever text you prefer] | | Display Type: | Detail Page Button | | Behavior: | Execute JavaScript | | Content Source: | OnClick JavaScript |
- Copy and paste the following code into the big text box:
window.parent.location.href="{!URLFOR($Action.Activity.LogCall, null, [retURL=URLFOR($Action.Contact.View, Contact.Id), tsk2=Contact.FirstName & " " & Contact.LastName])}";
- Click "Save"
- Navigate to Setup | Customize | Contacts | Page Layouts
- For each Page Layout you want to add this button to, click and drag the button into the "Custom Buttons" section at the top of the page and click "Save". (You may also want to remove the "Log a Call" button from the Activity History related list.)
Caveats & Notes: |
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