Smartstaff, administrator
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→Revamped Interaction Tracking
Repeat the same steps for the '''User''' standard field.
If you're unable to create an interaction on the organization or user, check the permission setting under Global Settings > Security > System Visibility > Organization/User tab Look for the option labeled "Hide Create Activities" if this setting is blank all roles will be able to create interactions.
The list views can be customized by going to '''Global Settings''' > '''Users/Organizations''' > '''Interactions List Views'''.
* View interactions in a configurable list view.
* Use the new '''Chart View''' to visualize interactions in swim lanes and see upcoming or past engagements in a chronological timeline.
