How do I Customize Collaboration in Contracts App?

Updated on December 21, 2016 09:10PM by Admin

Contracts collaboration setting allows you to view common features such as (news feed, calendar, follow ups, tasks, call logs, emails, notes, documents). You can also give privilege to your employees to access these common features.

Steps to Customize Collaboration

  1. Log in and access Contracts App from your universal navigation menu bar.
  2. Click on "More"image result for more icon icon and select "Settings" image result for settings located at the app header bar.
    contract settings
  3. Select "General" drop down. Click on “Collaboration” from the left navigation panel.
  4. You can view “Collaboration”as listed below:
    • News Feed
    • Calendar
    • Follow Ups
    • Tasks
    • Call Logs
    • Email
    • Notes
    • Documents
  5. By default, all associated information will be in “Enable” status.
    general collaboration
  6. You can “Hide” associated information by sliding the “Toggle” button. For Instance: Here we are hiding “Tasks”.
    disable tasks
  7. Go to the home page and view a contract information, you cannot view “Tasks” tab (Due to Hide).
    tasks screened

Related Links