Set Up Automatic Recording of Interactions| Microsoft Docs

You can set up the application to automatically record interactions for sales, purchase and service documents, cover sheets, e-mails, phone calls, such as:

To set up the automatic recording of these interactions, you specify interaction templates for these documents and actions by using the Interaction Template Setup page.
To open the Interaction Template Setup page, choose the Lightbulb that opens the Tell Me feature icon, enter Interaction Template Setup, and then choose the related link.

See Also

Recording Interactions With Contacts
Working with Business Central



© 2019 Microsoft. All rights reserved.