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
Yeah, the Enhanced Interaction Notes UI is pretty locked down right now — it won’t prompt for record type and custom fields don’t show unless they’re part of the default layout it uses. You’ll need to update the page layout for Interaction/Interaction Summary in Object Manager to get more fields in there, but Printable View isn’t customizable and doesn’t support date ranges out of the box. For that, you’re better off building a custom report on Interactions and using report export/print instead.
