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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario we have a requirement from a customer to open a new Appointment for a Lead from a button on the form. 

The customer wants the regarding field on the new appointment form automatically set to the Lead but they don’t want to actually create the appointment until they click save.

This is different from 

N52 Formula Manager Solution

  The Formula Manager solution works like this,

  • An N52 Formula of type ClientSide – Calculation is created on the Lead entity
  • Quick Button is added to the form.

View this article in full on our support portal