Collaboration
Customizing collaboration in targets app can make various customizations like “Show/Hide” and Collaboration security. Your association dashboard includes:
- News Feed
- Calendar
- Follow Ups
- Tasks
- Call Logs
- Emails
- Notes
- Documents
Access Privileges
Set privileges are used for providing access to the users who are reputed to access the collaboration activities in the Targets App. The users who have privilege for this access, can use the Collaboration feature found in the overview page of the Targets App. Examples of various privileges include the ability to view, manage or create your own access privilege to users.
Tags
Tags are labels with one or two words which is used to organize the data in a personalized way. Creating Tags allows you to 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 targets. It contains an email subject and body text but, this body text can contain information from the targets.
Customize App
Customizing the Targets App allows you to custom it as per your business requirements.
- App Naming
This allows you to rename the 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. 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 targets dashboard.
Security
Under security, you can create privilege and provide access to the users who are reputed to have access to the particular actions.
