How do I Customize Collaboration in Targets App?

Updated on January 24, 2017 09:47PM by Admin

Customizing collaboration in targets app makes various customization like “Show or Hide” and collaboration security. This will secure the common activities tabs in each object based on access privilege.

Steps to Customize Collaboration in Targets App

  1. Log in and access Targets App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
  3. Click on “Collaboration” from the left navigation panel.
  4. In Collaboration dashboard, you can view “Associated Information”. This includes:
    • News Feed
    • Calendar
    • Follow Ups
    • Tasks
    • Call Logs
    • Emails
    • Notes
    • Documents
  5. By default, all associated information will be in “Show” status.
  6. You can “Hide” associated information by sliding the “Green” button. For Instance: Tasks
  7. In target overview page, you cannot view “Tasks” tab (Due to Hide) as shown below:

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