How do I Customize Actions in Contacts App?

Updated on August 2, 2017 10:49PM by Admin

In Contacts App settings, Actions options allows the privileged users who are deputed to perform actions.  Some of the actions include

  •    Create
  •     Add New Contact Type
  •     Export
  •     Home
  •     Import
  •     Notifications
  •     Reports
  •     Save as View
  •     Search/Advanced Search
  •     Settings
  •     Trash
  •     Useful Links
  •     Side Panel
The users who have privilege for an action, can use that action on their page of Contacts App.

Steps to Customize the Actions

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on "More" icon and select “Settings” from app header bar
  3. Select “Actions” from "Security" drop down located at the left navigation menu bar.
    Here, you can create privilege to the action in which we want to give access to the users. Now we’ll go through each action with privileges.