Hello, I need some basic button scripting help if anyone is willing (at least I think it’s basic).
I have two tables:
Customers (parent table with all information related to the customer)
ContactLog (child table showing all of the past interactions with the customer).
In the ContactLog table I have the following relevant fields:
CustomerID (linked record field type back to the Customers table)
DateContacted (Date field type)
ContactType (single select with options such as “Call”, “Email”, and “Text”)
ContactResult (single select with options such as “Voicemail”, “No Answer”, and “Answered”)
Notes (long text field type).
Whenever we interact with a customer we add it to their contact log so that we have visibility across the company on conversations with customers. An example would be in the record for customer John Smith I add a linked record from him to a new record in the contact log with the DateContacted (8/11/2022), ContactType (Call), and ContactResult (Voicemail).
I am trying to create a script for a button that when pressed will automatically create a new linked record in the ContactLog table for that customer with predefined variables. Ultimately I would like to create buttons for each of the most common types of ContactLog records that we input on a regular basis to cut down on time and input errors, so a button that creates a new log for an email sent today, or a text message sent today.
Any help/tips/direction would be greatly appreciated!
That’s quite easy, but you may struggle a lot with proper input format for different field types, so I’m helping with that.
Also, 3*3 options means 9 buttons and 9 different scripts - not a best way. at least, you may add checkbox