How do I Customize Collaboration in the Testimonials App?

Updated on September 9, 2022 01:14AM by Admin

Customizing collaboration in the Testimonials 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 Testimonials App from your universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
Testimonials - 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.
Testimonials - Collab
  • You can also edit the name of the collaboration tools by clicking on the Edit icon.
Testimonials - Coll Edit Name
  • Now, disable the Notes toggle to hide the Notes tab on the Testimonial overview page.
Testimonials - Notes Disabled
  • Now, you can’t view the Notes tab on the Testimonial overview page.
Testimonials - No Notes