• ruxtpin
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I've created a number of views on a custom object that I created for my company. 

 

It was brought to my attention that when the user selects a view and it's loaded, that a user can't click on any of the fields that are presented and taken directly to the record. 

 

They get the "Action" column with the Edit and Del options, then a date column, a first name column and a last name column and finally a "Requestor" column. This last column works almost like a hyperlink, in that clicking the "Requestor" takes them directly to record. Clicking on the date, first name or last name doesn't take them to the record (they can double-click and that will let them edit from the view, but it still won't load the record). 

 

Is there any way to fix this? I feel like the users will eventually just get used to it if there's no other solution. All they have to do is move their mouse a couple of inches to the left. 

I'm working at a company that currently uses a VOIP system to record phone calls and then listens to them later to mine them for potential referral opportunities and/or coach operators. As someone with a technical background (I'm a recent I.T. Graduate with a background in database and some object-oriented programming), I've been tasked with learning the recording software and it's API so that phone operators will get a pop-up window  as soon as they get off the phone (allowing them to flag and categorize calls). 

 

After this first step is successful, I'd like to have the recorded wav files for new referrals/contacts uploaded automatically to SalesForce and tagged to whatever referral source/contact method it belongs. I'm assuming that once the flagging program implemented through CallRex is finished, then I'll be digging into the SalesForce API and it's development tools so that I can build an application that will automatically take the exported wav files and attach them to the correct record.

 

Would anyone have any recommendations for the steps I might take in going about this project? I've been searching the SF developer website and there's so much information I'm drowning just a bit. I need some suggestion or pointers. Any guidance/recommended reading is greatly appreciated. Thanks

I've created a number of views on a custom object that I created for my company. 

 

It was brought to my attention that when the user selects a view and it's loaded, that a user can't click on any of the fields that are presented and taken directly to the record. 

 

They get the "Action" column with the Edit and Del options, then a date column, a first name column and a last name column and finally a "Requestor" column. This last column works almost like a hyperlink, in that clicking the "Requestor" takes them directly to record. Clicking on the date, first name or last name doesn't take them to the record (they can double-click and that will let them edit from the view, but it still won't load the record). 

 

Is there any way to fix this? I feel like the users will eventually just get used to it if there's no other solution. All they have to do is move their mouse a couple of inches to the left. 

I'm working at a company that currently uses a VOIP system to record phone calls and then listens to them later to mine them for potential referral opportunities and/or coach operators. As someone with a technical background (I'm a recent I.T. Graduate with a background in database and some object-oriented programming), I've been tasked with learning the recording software and it's API so that phone operators will get a pop-up window  as soon as they get off the phone (allowing them to flag and categorize calls). 

 

After this first step is successful, I'd like to have the recorded wav files for new referrals/contacts uploaded automatically to SalesForce and tagged to whatever referral source/contact method it belongs. I'm assuming that once the flagging program implemented through CallRex is finished, then I'll be digging into the SalesForce API and it's development tools so that I can build an application that will automatically take the exported wav files and attach them to the correct record.

 

Would anyone have any recommendations for the steps I might take in going about this project? I've been searching the SF developer website and there's so much information I'm drowning just a bit. I need some suggestion or pointers. Any guidance/recommended reading is greatly appreciated. Thanks