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newbie2010newbie2010 

Quick Log a Call

Is it possible to have a quick "Log a Call" on the sidebar, similar to the "Quick Create" for the contact, account, etc.?

 

Would it be possible to have a drop down box that listed the lookup you wanted to use(i.e. lead, contact, account) so you could select the record you want to attach the call to, or have all those lookups included and it would attach the "call" to all the records listed?

 

Call type and date would be the other two fields associated with the quick create.

 

Obviously this would be just to show that you made a phone call to certain contact, account, etc, the type of call and when it was made.  Similar to the quick create already in use it could display a link to the successfully created activity in case there is a need to include more details.

bob_buzzardbob_buzzard

It would be possible, but you'd have to code it.  A visualforce page can be included via an iframe in an HTML sidebar component.

 

However, you can't have multiple lookups on a task, so your call would have to be a custom object if you needed that.