How do I Customize Collaboration in Sales Receipts App?

Updated on July 12, 2022 07:22AM by Admin

Customizing collaboration in the Sales Receipts app allows you to create various customization like “Show or Hide” and "collaboration security". This will secure the common activities tabs in each object based on access privilege.

Steps to Customize Collaboration in Sales Receipts:

  • Log in and access the Sales Receipts App from your universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
SR - Settings
  • On the Settings page, go to the General → Collaboration from the left navigation panel.
SR - General Collab
  • By default, all the associated attributes will be Toggle On.
  • Now, disable the Notes toggle to hide the Notes tab on the Sales Receipt overview page.
SR - Notes Disabled
  • Now, you can’t view the Notes tab on the Sales Receipt overview page.
SR - No Notes