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How do I Customize Collaboration in Opportunities App?

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Updated on November 20, 2017 02:04AM by Admin

Opportunities Collaboration setting allows you to view common features available in apps such as
  • news feed
  • calendar
  • follow ups
  • tasks
  • call logs
  • emails
  • notes
  • documents

You can also give privilege to your employees to access these common features. This will secure the common activities tabs in each object such as
based on access privilege.

Steps to Customize Collaboration

  1. Log in and access Opportunities App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
    opportunities-settings
  3. Select "General" drop down. Click on “Collaboration” from the left navigation panel.
    collaboration
  4. You can view “Associated Information “as listed below:
    • News Feed
    • Calendar
    • Follow Ups
    • Tasks
    • Call Logs
    • Email
    • Notes
    • Documents
  5. By default, all associated information will be in “Show” status.
  6. You can “Hide” associated information by clicking on “Show” button.

For Instance:

  1. Here we are hiding “Tasks”.
    hiding-task
  2. Go to the home page and view an opportunity, you cannot view “Tasks” tab (Due to Hide) as shown below:
    task-hidden

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. Provide them privilege. Click on this link to provide privileges: https://answers.apptivo.com/questions/12315/how-do-i-create-privilege-for-associated-information-and-give-access-to-my-employee

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