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
2 answers
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.
