How do I customize collaboration in Expense Reports app?

• news feed
• calendar
• follow ups
• tasks
• call logs
• emails
• notes
• documents

Steps to Customize Collaboration

1. Log in and access Expense Reports App from your universal navigation menu bar. 
2. Click on “More” icon and select “Settings”  located at the app header bar. 
   
   
   
3. Click on “General" setting from left navigation panel and select "Collaboration” from the listed menus.
   
   
   
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 “Tasks” by sliding "Off" toggle button.
Go to the homepage and view a lead, you cannot view “Tasks” tab (Due to Hide)

You can also give privilege to these collaboration which will restrict access to your employees.

Note: The user in your account also cannot view the hidden tabs in their account or log in. In order to enable this to your users. Provide them privilege. Click on this link to provide privileges: https://answers.apptivo.com/questions/12315/how-do-i-create-privilege-for-associated-information-and-give-access-to-my-employee

Related Links

Read more about:

• Customize default home page view
• Customize segments
• Customize data level access
• Customize reports