Create linked item button

Create linked item button is a Bitrix24 (Alaio) custom field: up to three buttons in the card of a contact, company, lead or deal. A button creates a deal, lead, contact, company or task that is already linked to the current record, with a title from a template, the chosen pipeline and responsible, and can open the new item right away.

Create linked item button is a Bitrix24 (Alaio) custom field: up to three buttons in the card of a contact, company, lead or deal. One button creates a deal, lead, contact, company or task that is already linked to the current record: the title is built from a template with the name and number of the record, a deal gets the chosen pipeline, the responsible is the employee who clicked or the responsible of the record, and the new item can open right away. The item is created with the rights of the employee who clicked, so Bitrix24 refuses it when that employee may not add such items. When to use it: new deal for this company, task for this contact, repeat order, one click instead of the create form and manual linking. The field itself stores nothing.

Field settings

Related field types

• Business process button
• Checklist
• Client contacts
• Customer LTV