How do I Customize Collaboration in Invoices App?

Updated on March 8, 2018 03:33AM by Admin

Customizing collaboration in Invoices app allows you to create 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 Invoices

  1. Login and access Invoices App from your universal navigation menu bar.
  2. Click on “More”  icon and select “Settings”  located at the app header bar.
    invoice-settings
  3. Click on “Collaboration” from "General" drop down in left navigation panel.
    invoice-collaboration
  4. In Collaboration dashboard, you can view “Associated Information”. This includes:
    • 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 sliding the “Green” button. For Instance: Tasks
    hiding-task
  7. In Invoices overview page, you cannot view “Tasks” tab (Due to Hide) as shown below:
    hidden-task

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: /answers/questions/12315/how-do-i-create-privilege-for-associated-information-and-give-access-to-my-employee



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