Create Contact row action

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  • Updated 3 years ago
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I'm trying to create a row action that creates a new Contact under the Account. I basically want it to be a re-direct URL that opens a blank window (which is easy), but I want it to have some of the fields already filled out (i.e. phone number, revenue, industry, etc.) based on the Account. 

Anyone have any idea how I can do this? Thank you!
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Ben Knecht

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Posted 3 years ago

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Matt Sones, Champion

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On your create contact page, set up URL param conditions on the fields that you want to have pre-filled, and from your account page pass those params with merge syntax into your redirect url.
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Ben Knecht

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That worked like a charm - thank you I appreciate it.
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Matt Sones, Champion

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Happy to help!