Collaborate

This feature allows you to display the Collaborate tab on forms.

The function of this tab is to allow users to invite other users to review and contribute to records "on the fly". It provides an alternative to workflow.

Collaborators can edit the record if granted permission and add notes, attachments and comments.

Collaboration actions are logged and time/date stamped automatically.

Note: any records which are workflow enabled will not display the Collaborate tab. For records in workflow, users will utilize the Team Input function for similar results.

Navigation Path: Portfolio>Setup>Settings>Show/Hide Tabs>Collaborate

Edit

Highlight the record types you would like to modify and click Edit.

Show Collaborate

Check or uncheck the box to display the Collaborate tab.

When changes are complete click the Update Records icon.