How do I Customize Collaboration in the Credit Notes App?

Updated on June 15, 2020 06:47AM by Admin

Customizing Collaboration is the general setting that allows you to show or hide the common attributes present in the Credit Notes App. Collaboration menus include Newsfeed, 360-degree view, Calender, Follow-ups, Tasks, Emails, Call logs, Notes, and Documents which you can show or hide according to your requirements.

For Instance: Consider a Product Manager who wishes to hide the News Feed tab in his Credit Notes overview page, then it can be hidden by following the upcoming steps.

In the image, you can view the News Feed tab is visible on the overview page.

Credit Notes

Steps to Customize Collaboration

  • Login and access the Credit Notes app from the Universal menu.
  • Click on the More(...) icon and select the Settings.
Home page

  • In the Settings page, you can view the Collaboration Toggles.
  • By Default, all the home page fields will be enabled. 
Settings

  • Now to hide the News Feed, disable the Toggle.
  • Changes will be updated automatically.
Colloboration

  • Then, go to the Credit Notes Overview page.
  • The News Feed tab will not be visible.
  • Similarly, you can enable and disable the Tabs by collaboration toggles.
Overview