How do I Customize Collaboration in the Fixed Assets App?

Updated on August 8, 2022 01:57AM by Admin

Customizing collaboration in the Fixed Assets app allows you to create 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:

  • Log in and access the Fixed Assets App from your universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
FA - Settings
  • On the Settings page, go to the General → Collaboration from the left navigation panel.
  • By default, all the associated attributes will be Toggle On.
  • You can also edit the name of the collaboration tools by clicking on the Edit icon.
FA - Collab Edit
  • Now, disable the Follow Ups toggle to hide the Follow Ups tab on the fixed asset overview page.
FA - Collab Disabled
  • Now, you can’t view the Follow Ups tab on the fixed asset overview page.
FA - Collab no FU