Customizing collaboration in the Fund Raising 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:
- Log in and access the Fund Raising App from your universal navigation menu bar.
- Click on the More(...) icon and select Settings.
- On the Settings page, go to the General → Collaboration from the left navigation panel.
- By default, all the associated attributes will be Toggle On.
- You can also edit the name of the collaboration tools by clicking on the Edit icon.
- Now, disable the Calendar toggle to hide the calendar tab on the investor lead overview page.
- Now, you can’t view the calendar tab on the investor lead overview page.
