How do I customize collaboration in campaigns app?

Updated on September 9, 2020 06:53AM by Admin

Customizing collaboration in the campaign's app allows you to customize the visibility of the various tabs present in the overview page of the campaigns. This will secure the common activities tabs in each object based on access privilege.

Steps to Customize Collaboration in Campaigns

  • Log in and access Campaigns App from your universal menu.
  • Click on the “More (...)” icon and select “Settings”.

  • Click on “Collaboration” under the "General" drop-down from the left navigation panel. In the Collaboration dashboard, you can view the “Associated Information”.This includes:
    • News Feed
    • Calendar
    • Follow-Ups
    • Tasks
    • Call Logs
    • Emails
    • Notes
    • Documents
  • By default, all associated information will be in “Show” status.

  • You can “Hide” associated information by sliding the “Green” button.
  • For Instance: To hide the Tasks tab, toggle off the green button present, as shown.
Disable Tasks

  • In the campaigns overview page, you cannot view the “Tasks” tab (Due to hiding) as shown below:

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