A new knowledge base article has been published on our support portal.
In this scenario we needed the ability to create and open an appointment directly from a lead in CRM using a North52 Quick Button on the form. The screenshot below shows how this button would appear on the lead form.
This sample involves taking the existing North52 Quick Button html file web-resource and enhancing it so that when the meeting gets the Quick Button will open the newly created appointment record.
N52 Formula Manager Solution
The Formula Manager solution works like this,
- A formula of type ‘ClientSide Calculation‘ is created to perform the desired action
- A North52 Quick Button is placed on the Lead form **
- When the button is clicked the formula will execute
- After execution the Quick Button will open the newly created appointment record
** Instructions on how to add the button to the form are at this link.