How do I Customize Collaboration in Ledgers App?

In Collaboration, you can customize the visibility of various tabs present in the overview page of the Ledger App.

Steps to Customize Collaboration in Ledger App

1. Log in and access Ledger App from universal navigation menu bar.
2. Click on “More (...)” icon and select “Settings” from the app header bar.
   
3. Select “Collaboration” under “General” drop down located in the left navigation panel.
   
4. In Collaboration dashboard, the visibility of the following tabs can be changed:
   • News Feed
   • Calendar
   • Follow Ups
   • Tasks
   • Call Logs
   • Email
   • Notes
   • Documents
     
5. By default, all related data will be in “Show” status.
6. Any data can be hidden, by using the Toggle. For instance: Calendar.
   
7. Now, the Calendar tab will not be visible in the overview page of journal as shown:
   

Related Links

• Customizing Journal Number Generation
• Creating New Journal