Add new "invoice" via script/button from "customer" record
(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).
Go to Layout [Contributions etc]
(how do I populate the popup menu with the record's information I came from?)