Enable interaction tracking if you want to automatically capture all interaction touchpoints that a collector makes while working with a customer. Tracking interactions saves collectors' time and improves efficiency. Interaction information can be viewed on the History tab.
Set the following profile options to Yes:
OTS: Interactions-Default Outcome
OTS: Interactions-Default Action
OTS: Interactions-Default Action Item
OTS: Interactions-Enable Automatic Start
OTS: Interactions-Enable Auto Wrapup
OTS: Interaction-Generate Customer Activity
OTS: Interactions-Generate Notes Activity
OTS: Interactions-Generate Task Activity
OTS: Interactions-Start on Query
In Collections Center toolbar, there are traffic signal buttons (green to start interactions and red to wrap up) which indicate the status of interactions. This can also be accessed from the Tools menu.
Refer to the Activity Tracking profile options to enable interactions in IEX.