How do I Customize Collaboration in the Miscellaneous Issues App?

Updated on August 24, 2022 11:52PM by Admin

The Inventories that are issued miscellaneously outside the business location and not to your customers or contacts are called miscellaneous issues. You could store these issues using this app and customize the app features accordingly as per your business requirements. Customizing collaboration in the Miscellaneous Issues app allows you to create various customization like “Show or Hide” and "collaboration security".

Steps to Customize Collaboration:

  • Log in and access the Miscellaneous App from your universal navigation menu bar.
  • Click on the More(...) icon and select Settings from the app header.
MI - 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.
MI - Collaboration
  • You can also edit the name of the collaboration tools by clicking on the Edit icon.
MI - Coll Edit Name
  • Now, disable the Notes toggle to hide the Notes tab on the distributor overview page.
MI - Coll Disabled
  • Now, you can’t view the Notes tab on the record overview page.
MI - Coll Final SS