I read on docs that it is possible to set up the application to automatically record interactions for sales, purchase and service documents etc. if the appropriate interaction templates are set in the interaction template setup.
In the interaction template setup, all codes for all templates are filled in.
But if i make a quote for a contact, i don't see a new interaction with this template code in the interaction log entries for that contact.
What is the purpose then?
If this doesn't work, I think it is better to delete all the 'automatic' interaction templates to make it easier for the user to select the appropriate template when he wants to add a manual interaction log. Or is there something that I missunderstood?
(Business Central Online version)
