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Below is the list of available buttons. These are both CRM specific- and generic Bubble functions.
View Contact
View Company
View Dashboard
Create ticket
Custom Action (standard button)
Send E-mail (standard button)
Callback request (standard button)
Call Control (standard button)*
Send WhatsApp message (standard button)
Send Microsoft Teams message (standard button)
Open SearchBar (standard button)
Determine the content of the pop-up per user, department or organization with information from your CRM package. Below is the list of parameters available from your CRM software.
autotask_name
autotask_entity
autotask_id
autotask_address1
autotask_address2
autotask_alternate_phone1
autotask_alternate_phone2
autotask_api_vendor_id
autotask_asset_value
autotask_bill_to_company_location_id
autotask_bill_to_additional_address_information
autotask_billing_address1
autotask_billing_address2
autotask_bill_to_address_to_use
autotask_bill_to_attention
autotask_bill_to_city
autotask_bill_to_country_id
autotask_bill_to_state
autotask_bill_to_zip_code
autotask_city
autotask_classification
autotask_company_name
autotask_company_number
autotask_company_type
autotask_competitor_id
autotask_country_id
autotask_create_date
autotask_created_by_resource_id
autotask_currency_id
autotask_fax
autotask_impersonator_creator_resource_id
autotask_invoice_email_message_id
autotask_invoice_method
autotask_invoice_non_contract_items_to_parent_company
autotask_invoice_template_id
autotask_is_active
autotask_is_client_portal_active
autotask_is_enabled_for_comanaged
autotask_is_task_fire_active
autotask_is_tax_exempt
autotask_last_activity_date
autotask_last_tracked_modified_date_time
autotask_market_segment_id
autotask_owner_resource_id
autotask_parent_company_id
autotask_phone
autotask_postal_code
autotask_purchase_order_template_id
autotask_quote_email_message_id
autotask_quote_template_id
autotask_sic_code
autotask_state
autotask_stock_market
autotask_stock_symbol
autotask_survey_company_rating
autotask_tax_id
autotask_tax_region_id
autotask_territory_id
autotask_web_address
autotask_additional_address_information
autotask_address_line
autotask_address_line1
autotask_alternate_phone
autotask_company_id
autotask_company_location_id
autotask_email_address
autotask_email_address2
autotask_email_address3
autotask_extension
autotask_external_id
autotask_facebook_url
autotask_fax_number
autotask_first_name
autotask_last_modified_date
autotask_last_name
autotask_linked_in_url
autotask_middle_initial
autotask_mobile_phone
autotask_name_prefix
autotask_name_suffix
autotask_note
autotask_receives_email_notifications
autotask_primary_contact
autotask_room_number
autotask_solicitation_opt_out
autotask_solicitation_opt_out_time
autotask_survey_opt_out
autotask_title
autotask_twitter_url
autotask_zip_code
This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.