How to create a manual payment button on the Persons Account tab
Salesforce.com does not currently allow for Buttons to be packaged for Person Accounts. Administrators therefore need to create their own.
Quick steps:
- Add a new button called "Manual Payments" to the Account buttons and links. Use the URL value of /apex/AAkPay__manualPayment?aId={!Account.Id}&MailingStreet={!Account.PersonMailingStreet}&MailingState={!Account.PersonMailingState}&MailingCity={!Account.PersonMailingCity}&MailingPostalCode={!Account.PersonMailingPostalCode}&MailingCountry={!Account.PersonMailingCountry}&Phone={!Account.Phone}&firstName={!Account.FirstName}&LastName={!Account.LastName}&MobilePhone={!Account.PersonMobilePhone}&Phone={!Account.Phone}&Email={!Account.PersonEmail}
- Add new button to the Person Account Page Layout
1. Navigate to Setup > App Setup > Customize > Accounts > Button, Links and Actions
![Navigate to Setup > App Setup > Customize > Accounts > Button, Links and Actions](https://media.screensteps.com/image_assets/assets/006/867/843/original/a08a2928-0aff-48d2-bd23-5a6b0dea99e5.png)
2. Select 'New Button or Link'
![Select 'New Button or Link'](https://media.screensteps.com/image_assets/assets/006/867/844/original/1e724bae-c1ab-4f68-ab7f-2991d8875b1c.png)
3. Fill in the details for the new button
![Fill in the details for the new button](https://media.screensteps.com/image_assets/assets/006/867/846/original/19ab8b67-59fc-456e-ac1a-ca474458fdf1.png)
- Create a Label for your new button. This will automatically be the Name
- Select 'Detail Page Link' for Display Type
- Select 'Display in new window' for Behavior
- Select 'URL' for the Content Source
4. Cut and paste the following code into the text field
![Cut and paste the following code into the text field](https://media.screensteps.com/image_assets/assets/006/867/848/original/24532a5d-2668-40db-97fe-164119383b9f.png)
/apex/AAkPay__manualPayment?aId={!Account.Id}&MailingStreet={!Account.PersonMailingStreet}&MailingState={!Account.PersonMailingState}&MailingCity={!Account.PersonMailingCity}&MailingPostalCode={!Account.PersonMailingPostalCode}&MailingCountry={!Account.PersonMailingCountry}&Phone={!Account.Phone}&firstName={!Account.FirstName}&LastName={!Account.LastName}&MobilePhone={!Account.PersonMobilePhone}&Phone={!Account.Phone}&Email={!Account.PersonEmail}