How do I customize collaboration in answers app?

Updated on May 11, 2016 02:09AM by Admin

Customizing collaboration allows to “Show or Hide” activities for security. This will secure the common activities tabs in each object (such as a lead, contact, customer, case etc) based on access privilege.

Steps to customize collaboration

  1. Log in and access Answers app from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar. 
    Answers Settings
  3. Click on “Collaboration” from the left navigation panel. 
    Collaboration Settings 
  4. You can view “Associated Information” as listed below: 
    • News Feed 
    • Calendar Follow Ups 
    • Tasks 
    • Call Logs 
    • Email 
    • Notes 
    • Documents 
       
  5. By default, all associated information will be in “Show” status.
  6. You can “Hide” associated information by clicking on “Show” button.

For Instance:

Here we are hiding “Emails”.
Associated Information
Go to the homepage and view an answer, you cannot view “Emails” tab (Due to Hide) as shown below:
 Overview Tab

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