We have turned ON the Enhanced Interaction Note Interface. I am struggling a bit on how best to implement.
- We have record types set up for Interaction Summaries and the interface does not 'ask' what record type
- We have added fields to both Interaction and Interaction Summary and I can't find a way to get them to be included
- I see a Printable View on the Interaction, but I would like to customize what fields are included.
- Would also love to be able to use Printable View on a date range of interactions. Is that possible?
Thank you
#Salesforce Admin #Nonprofit Cloud
답변 2개
Hi all, has anyone successfully added custom fields to the layout and had them appear in the "New Interaction Note" screen? On our end, the fields aren't showing up.
