The Insurance Tracker app offers a point for your business to manage the information related to the insurances. The Collaboration tools help businesses to customize the “Show” or “Hide” options in the Activities.
Steps to customize collaboration
- Log into your Apptivo account. Navigate to the Insurance Tracker app from the App Header bar. Select Settings from the App Header.
- Select General → Collaboration from the left navigation panel of the Settings page.
- Now, you can view the following associated activities in the Collaboration dashboard.
- News Feed
- Calendar
- Follow Ups
- Tasks
- Call Logs
- Emails
- Notes
- Documents
- You can also edit the name of the associated activities according to your preference using the “Edit Name” icon.
- By default, all associated activities are in the enabled mode. The Privileges dropdown helps to offer restricted access to the employees.
- To hide a particular activity, say “News Feed”, you can toggle off by sliding the toggle.
- Now, you cannot view the “News Feed” activity on the overview page of a record.
