How do I Customize Collaboration in Contacts App?

Contacts Collaboration setting allows you to view common features such as

• News Feed
• Calendar
• Follow-Ups
• Tasks
• Call Logs
• Email
• Notes
• Documents

You can also set privileges for your employees to access these common features. The following steps tell you how to customize the collaborative features in the Contacts App.

Steps to Customize Collaboration

• Log in and access Contacts App from your universal navigation menu bar.
• Click on the "More(...)" icon and select "Settings" located at the app header bar.

• Select "General" dropdown. Click on “Collaboration” from the left navigation panel.
• You can view “Collaboration” as listed below:
  • News Feed
  • Calendar
  • Follow-Ups
  • Tasks
  • Call Logs
  • Email
  • Notes
  • Documents
• By default, all associated activities will be in “Enable” status.

• You can “Hide” associated activities by sliding the “Toggle” button.
• For Instance: Here, we are hiding “Tasks”.

• Go to the home page and view a contact. You cannot view the “Tasks” tab (Due to Hide).

Note: The user in your account also cannot view the hidden tabs in their account or log in. In order to enable this to your users, you have to give privileged access. Click here to know how to set the privileged access.




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