troubleshooting Question

Creating a new phone call with populated fields on postUpate call

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mattskeltonFlag for Canada asked on
C#Enterprise Software
2 Comments1 Solution229 ViewsLast Modified:
I would like to customize the way a user closes a phone call.  I need a new phone call window to open when a user closes the first phone call from the Actions->Close Phone Call menu item. Also, I need the new phone call window to be populated with the information from the 1st phone call form.  This is essentially a workaround for the Follow Up button. Should I be doing this through a callout or by using a webservice? I am a complete beginner to MS CRM so if you could explain why and what I should be doing.



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