How do I customize collaboration in Estimates App?

Updated on July 14, 2020 07:09AM by Admin

Customizing collaboration in the Estimates app allows you to customize the visibility of the various tabs present in the overview page of the Estimates home page of your account. This will secure the common activities tabs in each object based on access privilege.

Steps to Customize Collaboration in Estimates

  • Log in and access Estimates App from your universal navigation menu.
  • Click on the More(...) icon and select Settings.

  • Click on Collaboration under General dropdown from the left panel.

  • In the Collaboration dashboard, you can view the “Associated Information”. This includes:
    • News Feed
    • Calendar
    • Follow-Ups
    • Tasks
    • Call Logs
    • Emails
    • Notes
    • Documents
  • By default, all associated information will be in Show status.

  • Any information can be hidden, by using the Toggle.
  • For Instance: To hide the Tasks tab, toggle OFF.
  • Changes will get updated automatically.

  • Now, the Tasks tab will not be visible in the estimates overview page(Due to hidden).

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