How to create a button on the Contacts tab
Cash, Cheque, Money Orders and Credit Card payment buttons are available for Accounts, Contacts, Opportunities and Campaign Member tabs. Â For other objects and custom objects, custom buttons can be created by administrators. Â To see how to do this, please see the salesforce.com online help.
Quick Steps:
- Edit the Contact Page Layout and drag/drop the following buttons onto the Page Layout
Credit Card Payment Button - To launch the Credit Card payment/checkout form and link the transaction with the Contact (Optionally, you can set this to include Manual Payments as well)
Manual Payment Button - To launch the Manual Payment form and pre-fill/link with Contact Details.
Make Payment Button - Enables Credit Card Payment or Manual Payment. Â Also allows for selection of merchant facility and payment form, plus allows for token charge payments and membership/subscription renewal payments.
Annual Statement Button - Generates a statement for all transactions relating to the Contacts - Account for the last financial year. Â
Navigate to Setup > App Setup > Customize > Contacts > Page Layouts
Select 'Buttons' from the list under 'Fields'
Drop & drag the 'Credit Card Payment' and 'Manual Payment' buttons onto the page layout
You can choose buttons to suit.