How do I Customize Collaboration in the Credit Notes App?

Updated on August 16, 2017 03:04AM by Admin

Customizing Collaboration is the general setting which allows you to show or hide the common attributes present in the Credit Notes App. Collaboration menus include News feed, 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 “News Feed” tab in his Credit Notes overview page, then it can be hidden by following the upcoming steps.

In the below snapshot you can view the “News Feed” tab on the overview page.

newsfeed tab

Steps to Customize Collaboration

  1. Log in and access to "Financials ->Credit Notes" App from Universal navigation menu bar.
  2. Click on “More(...)” icon and Select “Settings”.
    settings
  3. It will redirect you to the Settings page, then click on “General” drop down and select “Collaboration” from the left navigation bar.
    collaborations
  4. By Default, all the home page fields will be enabled. Now Hide the “News Feed” by disabling the toggle.
    disable newsfeed
  5. Changes will be updated automatically.
  6. Click on Credit Notes, Now the “News Feed” tab will not be visible on the overview page.
    overview