Collaboration

Customizing collaboration in Ledger app allows you to customize the visibility of the various tabs present in the overview page of the ledgers. Based on access privilege, this will also secure the common activities tab. The 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 Ledger App. The users who have privilege for this access, can use the Collaboration feature found on the overview page of the Ledger 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. It allows to group records from various categories by a common use, which facilitates finding or searching information. It includes:

  • App Tag โ€“ These tags are app specific. That is, it can be accessed only within the ledger app.
  • Global Tag โ€“ These tags can be accessed throughout the apps in Apptivo.

Email Templates

Email Templates are customized email messages that you can send to your customers. They can be used with any email sent from Apptivo, and they are also used for auto-reminders. It contains an email subject and text body, where this text body can contain journal information.

Customize App

Customizing the Ledger 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 needs. 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 a 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 ledger dashboard.

Security

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