3 Replies Latest reply on Aug 11, 2011 2:11 PM by brianquillin

    Add new "invoice" via script/button from "customer" record

    brianquillin

      Title

      Add new "invoice" via script/button from "customer" record

      Post

      (the thread is titled to hopefully help others who may use more generic terms)

      When viewing a Contact record, I've placed a button titled "Add a Contribution".  I would like to click the button and be taken directly to the Contribution Layout, create a new record that has the previously viewed Contact already selected in the popup menu (where one would normally select the Contact for a new Contribution.  

      I need help completing the script I want to use for this button.  What am I missing?  (I thought I needed a Get Current Record or something of the sort but I didn't see that option in the script area).

      So far:

      Go to Layout [Contributions etc]
      New Record/Request

      (how do I populate the popup menu with the record's information I came from?)