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'''.
This revamped experience provides a streamlined and easy way to track and manage your engagement activities—all out of the boxactivities. '''Note''': Interactions include both user and organizational activities. Level 2 activities—such as emails saved as events within an application, will appear under Activities.
It is possible to temporarily revert to the old interactions using the setting located at '''Global Settings > Classic Options > Enable Classic User/Organization Activities'''
