How does one record interactions? Like let’s say I call a Contact. How can I record this communication and link it to a particular DocType.
I thought Communication was the way to do it, but I believe that we have reconfigured Communication and it cannot be used anymore for this purpose. Like phone calls, meetings, etc.
There is a way to store phone messages and other discussions you have to change the icon and it’s there. I don’t know an install in front of me to explain better.
It’s all there but rather hidden away at the moment