How to set up INTERACTION RECORD
Could you send me some links about how to set up INTERACTION RECORD?
I need to change the Interaction Record screen, there are 4 parts, Mkt Campaing, Notes, Docut flow, Clipboard. I need to remove mkt infos, and replace it with other information.
I need to integrate solution data base into Interaction Record.
You can notice, I'm lost with this subject, so any information are welcome.