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Brian Castillo 님이 #Data Management에 질문했습니다
I am trying to create a couple of buttons on the Account object that will allow my users to create a contact or create an opportunity.

 

Your help is appreciated.
답변 3개
  1. 2011년 10월 18일 오후 5:51
    Personally I would recommend removing the Create New Opportunity buttong from the Account detail page (also disable the Quick Create feature).  That will force user to create the Opportunity from the Contact, that way you'll know who was involved on each opportunity.  This is especially handy when you have turnover betweeen users, and there are multiple Conatcts and Opportunties per Account.
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