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I need to have a picklist of statuses for Contacts, just like on Leads since I needed to convert Leads "early" in my process in order to have the ability to use master-detail fields.

 

How would I create a button that I could use on the list view for Contacts that would behave in the same way as the Change Status button for Leads?  The button would go to a page that would show the picklist options for Contact Status and let you change one or more records at a time.

 

I need this functionality in order to trigger workflow actions that send off automated emails to Contacts in the process.
3 respostas
  1. 20 de ago. de 2010, 19:20
    This solves my issue, thanks. I'll just have to train the staff at my organization on how to do this.
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