Collaboration
Customizing collaboration in supplier invoices app make various customization like “Show or Hide” and collaboration security. Your association dashboard includes:
- News Feed
- Calendar
- Followups
- Tasks
- Call Logs
- Notes
- Documents
Access Privileges
Set privileges are nothing to providing access to the users who are reputed to access the collaboration view in Supplier Invoices App. The users who have privilege for this access, can use the collaboration feature found in overview of Supplier Invoices app. Example of various privileges include ability to view, manage or you can create your own access privilege to the user.
Tags
Tags are nothing but labels with one or two words which is used to organize the data in personalized way. It allows to create a new tags and group records from various category by a common use, which facilitates finding or searching information. It includes:
- App Tag
- Global Tag
Email Templates
Email templates allow you to setup pre-defined messages. These are customized email messages that you can send to your suppliers. It contains an email subject and body text but, this body text can contain information from the supplier invoice.
Customize App
Customizing the Supplier Invoices App allows you to custom it as per your business requirements.
- App Naming
This allows you to rename the supplier invoices app according to your business need, which can be used for easy identification through the UI navigation.
- Master Layout
This supports you to add more custom fields that are not provided in the creation page, based on your business. Custom fields can be quickly and easily added for customization. Also, you can secure your custom fields, rename an attribute etc.
- List Layout
Customizing the List Layout, you can easily access your preferred section quickly to save your custom views. This allows you to view the preferred fields in table format.
- Views
Views are the filters that are easily accessible in the left navigation menu. Views can be configured and set as per your necessity in the left side navigation of the supplier invoices dashboard.
