More details:
When I ook at the "Contact" field on the new activity screen, I see the following filter is applied:
"SalesRepRecordID is one of in value from session SharedListSalesRep"
To refresh - the 3 fields shown in this dropdown are:
- Name via ContactsName
- CompanyName
- EntityType
As an admin, I can log activities for her own entry as an empployee. In this case, the Name via ContactsName is her name, the CompanyName field is blank, and the EntityType is Employee.
She cannot see her own employee entry in the dropdown list, and I have no idea how to enable that. A possible (less desirable) solution would be to create her as a New Customer, but I'd like to know why she can't see that EntityType in the list.