Overview

We have undertaken a comprehensive redesign of both the Organization and User Activities modules within our system. This enhancement aims to make it significantly easier for users to log and manage engagement activities involving both organizations and individual users. With these improvements, you can now efficiently record, track, and oversee all interactions and engagements directly within your system, streamlining your workflow and ensuring that all relevant activity data is readily accessible and well-organized. These updates are intended to provide a more intuitive and seamless experience when managing your professional relationships and activities.

Key Enhancements

• Effortlessly record interactions such as meetings, phone calls, site visits, and emails.

• Capture comprehensive information, including:
  • Participants involved
  • Related applications
  • Uploaded documents
  • Location details
  • Notes

Configuration

The only configuration required is to customize the tab name and assign role-based permissions:

• Navigate to Global Settings > Organizations > Standard Fields.
• Rename the Activity List field to Interactions (or a name of your choosing).
• Within the Permissions & Availability tab, specify which roles should have access.

Repeat these steps for the User standard field.

If you are unable to create an interaction for an organization or user under Global Settings > Security > System Visibility > Organization/User tab. Locate the option labeled "Hide Create Activities." If this setting is left blank, all roles will be permitted to create interactions.

If a role is unable to delete or edit interactions, confirm that these options have not 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.

List views can be customized by navigating to Global Settings > Users/Organizations > Interactions List Views.

New Views

Within the Interactions tab, you now have the ability to:

• View interactions in a configurable list view.
• Utilize the new Chart View to visualize interactions in swim lanes and review upcoming or past engagements in a chronological timeline.

This enhanced experience offers a streamlined and efficient method to track and manage your engagement activities.

Note: Interactions encompass both user and organizational activities. Level 2 activities, such as emails saved as events within an application, will be displayed under Activities.

It is possible to temporarily revert to the previous interactions interface by using the setting located at Global Settings > Classic Options > Enable Classic User/Organization Activities.