How do I Customize Collaboration in License Tracker App?

February 2, 2017 05:06am by Apptivo FAQ

Posted In: License Tracker
  
Tagged In: Collaboration

Answered on February 2, 2017 11:18pm by SOWMIYA N

Customize collaboration in License Tracker app makes various customization like “Show or Hide” and collaboration security. This will secure the common activities tabs in each object based on access privilege.

Steps to Customize Collaboration in License Tracker App

  1. Access License Tracker App.
    universal-navigation
  2. Click “More(...) -> Settings” located at the app header bar.
    settings
  3. Navigate to "General -> Collaboration" from the left navigation panel.
    collaboration
  4. In Collaboration dashboard, you can view “Associated Information”. This includes:
    • News Feed
    • Calendar
    • Follow Ups
    • Tasks
    • Call Logs
    • Emails
    • Notes
    • Documents
  5. By default, all associated information will be in “Show” status.
  6. You can “Hide” associated information by sliding the “Green” button.
    hide-task

For Instance: Now you're hiding "Tasks" from the collaboration. In license overview page, you cannot view “Tasks” tab (Due to Hide) as shown below:
hidden-task



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