Tweet
Hello everyone !
1)
I noticed that on the top of my tasks, I have 2 buttons: [follow] and [complete] that I can click on to respectively follow the task and state it as "ended".
In my opportunities I only have the button [follow].
I would want to add a button [validated] in order to state the opportunity as "validated" once clicked thus I don't need to edit the opportunity and change the status for it to become "validated".
2)
I would want to make automatic the creation of an account related to the opportunity once the above [validated] button is clicked.
For now, once I validated through edition mode the opportunity, I go in accounts and create a new account in which I have a link to opportunities, I select the opportunity and it makes all the data appearing in read only mode. I would want not to have to select the opportunity through the link in the new account but rather that the validation of the opportunity through the top button [validated] automatically generate a new account.
Do you know if these two things are possible and how to do them?
Thank you in advance
1)
I noticed that on the top of my tasks, I have 2 buttons: [follow] and [complete] that I can click on to respectively follow the task and state it as "ended".
In my opportunities I only have the button [follow].
I would want to add a button [validated] in order to state the opportunity as "validated" once clicked thus I don't need to edit the opportunity and change the status for it to become "validated".
2)
I would want to make automatic the creation of an account related to the opportunity once the above [validated] button is clicked.
For now, once I validated through edition mode the opportunity, I go in accounts and create a new account in which I have a link to opportunities, I select the opportunity and it makes all the data appearing in read only mode. I would want not to have to select the opportunity through the link in the new account but rather that the validation of the opportunity through the top button [validated] automatically generate a new account.
Do you know if these two things are possible and how to do them?
Thank you in advance