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SpunkySpunky 

Pop Dialogue Box

I have a new process where I'd like to send a letter to all the contacts on an Account when an opportunity is won.

 

When the stage = Closed/Won, it would trigger a pop up dialogue that says

1)Do you want to send a letter (yes or no)

No would end the dialogue and yes would prompt the next question

2) Choose a template (allows you to sleect the template)

3) choose the contacts you want to send it to (produces a list of contact for that account

 

Has anyone done this or something similar?

 

How?

 

 

Sam.arjSam.arj

This sounds like advanced functionality.

Spunky you need to seek professional services, people who know Apex and Visualforce to develop this for you.

 

Regards,

 

BeeddiskShahBeeddiskShah
Yeah this can be achievedusing a mashup of YUI and Visualforce. It is advance functionality.