User Manual >> Documentation >> Targets App Documentation >> Configuration Features

Configuration Features

Collaboration

Customizing collaboration in targets app can make various customizations like “Show/Hide” and Collaboration security. Your association dashboard includes:

  • News Feed
  • Calendar
  • Follow Ups
  • Tasks
  • Call Logs
  • Emails
  • Notes
  • Documents

Access Privileges

Set privileges are used for providing access to the users who are reputed to access the collaboration activities in the Targets App. The users who have privilege for this access, can use the Collaboration feature found in the overview page of the Targets App. Examples of various privileges include the ability to view, manage or create your own access privilege to users.

Tags

Tags are labels with one or two words which is used to organize the data in a personalized way. Creating Tags allows you to group records from various category by a common use, which facilitates finding or searching information. It includes:

  • App Tag
  • Global Tag

Email Templates

Email templates allow you to setup pre-defined messages. These are customized email messages that you can send to your targets. It contains an email subject and body text but, this body text can contain information from the targets.

Customize App

Customizing the Targets App allows you to custom it as per your business requirements.

  • App Naming
    This allows you to rename the app according to your business need, which can be used for easy identification through the UI navigation.
  • Master Layout
    This supports you to add more custom fields that are not provided in the creation page, based on your business. Also, you can secure your custom fields, rename an attribute etc..
  • List Layout
    Customizing the List Layout, you can easily access your preferred section quickly to save your custom views. This allows you to view the preferred fields in table format.
  • Views
    Views are the filters that are easily accessible in the left navigation menu. Views can be configured and set as per your necessity in the left side navigation of the targets dashboard.

Security

Under security, you can create privilege and provide access to the users who are reputed to have access to the particular actions.

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  • Targets Dashboard
  • Targets Attributes
  • Navigation
  • Targets Basic Features
  • Configuration Features
    User Manual >> Documentation >> Targets App Documentation >> Configuration Features

    Configuration Features

    Collaboration

    Customizing collaboration in targets app can make various customizations like “Show/Hide” and Collaboration security. Your association dashboard includes:

    • News Feed
    • Calendar
    • Follow Ups
    • Tasks
    • Call Logs
    • Emails
    • Notes
    • Documents

    Access Privileges

    Set privileges are used for providing access to the users who are reputed to access the collaboration activities in the Targets App. The users who have privilege for this access, can use the Collaboration feature found in the overview page of the Targets App. Examples of various privileges include the ability to view, manage or create your own access privilege to users.

    Tags

    Tags are labels with one or two words which is used to organize the data in a personalized way. Creating Tags allows you to group records from various category by a common use, which facilitates finding or searching information. It includes:

    • App Tag
    • Global Tag

    Email Templates

    Email templates allow you to setup pre-defined messages. These are customized email messages that you can send to your targets. It contains an email subject and body text but, this body text can contain information from the targets.

    Customize App

    Customizing the Targets App allows you to custom it as per your business requirements.

    • App Naming
      This allows you to rename the app according to your business need, which can be used for easy identification through the UI navigation.
    • Master Layout
      This supports you to add more custom fields that are not provided in the creation page, based on your business. Also, you can secure your custom fields, rename an attribute etc..
    • List Layout
      Customizing the List Layout, you can easily access your preferred section quickly to save your custom views. This allows you to view the preferred fields in table format.
    • Views
      Views are the filters that are easily accessible in the left navigation menu. Views can be configured and set as per your necessity in the left side navigation of the targets dashboard.

    Security

    Under security, you can create privilege and provide access to the users who are reputed to have access to the particular actions.

  • Integration