How do I Customize Collaboration in the Distributors App?

Updated on September 6, 2022 12:32AM by Admin

Distributors App allows you to effortlessly organize your distributor contact information, and schedule activities related to the distributor. Customizing collaboration in the Distributors 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 Distributors App from your universal navigation menu bar.
  • Click on the More(...) icon and select Settings from the app header.
Distributors - 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.
Distributors - Collaboration
  • You can also edit the name of the collaboration tools by clicking on the Edit icon.
Distributors - Coll Edit
  • Now, disable the Calendar toggle to hide the Calendar tab on the distributor overview page.
Distributors - Coll Disabled
  • Now, you can’t view the Calendar tab on the record overview page.
Distributors - Coll Final SS