How do I Customize Collaboration in Ledgers App?

Updated on January 23, 2017 01:33AM by Admin

In Collaboration, you can customize the visibility of various tabs present in the overview page of the Ledger App.

Steps to Customize Collaboration in Ledger App

  1. Log in and access Ledger App from universal navigation menu bar.
  2. Click on “More (...)” icon and select “Settings” from the app header bar.
    ledger settings
  3. Select “Collaboration” under “General” drop down located in the left navigation panel.
    click on collaboration
  4. In Collaboration dashboard, the visibility of the following tabs can be changed:
    • News Feed
    • Calendar
    • Follow Ups
    • Tasks
    • Call Logs
    • Email
    • Notes
    • Documents
      collaboration dashboard
  5. By default, all related data will be in “Show” status.
  6. Any data can be hidden, by using the Toggle. For instance: Calendar.
    toggle off calendar
  7. Now, the Calendar tab will not be visible in the overview page of journal as shown:
    calendar tab missing

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