• Nick Stofberg
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We currently have a button on our account records which when clicks opens a form with further information about the account that can be filled in. This was custom built but isn't user friendly and a bit of a mess to be honest.
We are moving to Lightning, and I would like to suggest that this is an idea time to revisit this.

Is there an easy way to recreate this perhaps using Lightning?

Essentially, there just needs to be a button or link on the Account record, that allows addditional custom fields / data to be recorded about that account. And then we also need to build a few reports to report on the data.
We currently have a button on our account records which when clicks opens a form with further information about the account that can be filled in. This was custom built but isn't user friendly and a bit of a mess to be honest.
We are moving to Lightning, and I would like to suggest that this is an idea time to revisit this.

Is there an easy way to recreate this perhaps using Lightning?

Essentially, there just needs to be a button or link on the Account record, that allows addditional custom fields / data to be recorded about that account. And then we also need to build a few reports to report on the data.