Smartstaff, administrator
4,215
edits
Changes
→Revamped Interaction Tracking
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.
If a role is unable to delete or edit interactions, verify that these options haven't been disabled. Navigate to '''Global Settings''' > '''Security''' Tab > '''System Feature Permissions''' > '''Features''' Tab and review the settings for '''Activity – Disable Delete''' and '''Activity – Disable Edit'''.
The list views can be customized by going to '''Global Settings''' > '''Users/Organizations''' > '''Interactions List Views'''.
