CRM Customer Interactions
I have a requirement for which I am seeking advice.
The scenario is that a Manager makes a phone call to the Contact Service about an Employee who reports to him.
As standard, and without creating a Service Request, I am able to wrap up the call and Interaction history is recorded against the Caller(Manager)
But I also want an Interaction to be recorded against the employee at same time, so e.g. the employee can later ask for data about what was discussed about him, and he has a right to know, and it
can be easily found by querying his records.