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 Post subject: Interaction log entries in RTC
PostPosted: Thu Jul 05, 2012 1:04 pm 
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Joined: Thu Apr 20, 2006 3:28 pm
Posts: 165
Location: mauritius
Country: Mauritius (mu)
Hi everyone,

when email is created directly from contact card in NAV RTC, no interaction log is created whereas in NAV classic version the feature is present.

how do i handle this?

Thanks in advance.


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 Post subject: Re: Interaction log entries in RTC
PostPosted: Tue Jul 10, 2012 7:38 am 
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Joined: Thu Jan 14, 2010 5:36 am
Posts: 92
Location: Atlanta,GA
Country: United States (us)
To achieve it you need to modify contact card page, copy the code from Contact Card form E-mail Button and place that code in OnAssist Edit of E-mail field on Page. You may loose the Email icon but it will create interaction log entry.

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Suresh Kulla
ArcherPoint, LLC http://www.archerpoint.com


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 Post subject: Re: Interaction log entries in RTC
PostPosted: Thu Jul 12, 2012 10:04 am 
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Joined: Thu Mar 24, 2011 7:30 am
Posts: 8
Country: Mauritius (mu)
Can you advise how to view the interaction log that was created?


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 Post subject: Re: Interaction log entries in RTC
PostPosted: Mon Jul 16, 2012 8:38 am 
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Joined: Thu Jan 14, 2010 5:36 am
Posts: 92
Location: Atlanta,GA
Country: United States (us)
From Contact Card or Contact List - > Related Information -> Contact - > Interaction Log Entries

_________________
Suresh Kulla
ArcherPoint, LLC http://www.archerpoint.com


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 Post subject: Re: Interaction log entries in RTC
PostPosted: Mon Jul 16, 2012 9:32 am 
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Joined: Thu Mar 24, 2011 7:30 am
Posts: 8
Country: Mauritius (mu)
Ya that is the way to access it.

But when I click on interaction log a blank word document is opened instead of the email.

Please advice


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