Managing Smart Actions Icons in Customization Settings¶
For end users’ convenience, in the latest Revenue Inbox updates Smart Actions located in the bottom toolbar of the Add-In can be managed: enabled or disabled, and their order in the toolbar can be adjusted. To do that, open Revenue Inbox Customization settings and use the Available Smart Actions field:
To disable an icon: click x next to the icon’s name
To enable an icon: click on blank space in the Available Smart Actions field and select the needed icon from the picklist that appears
To set a specific order for the icons: remove all icons from the field and then add them in your preferred order, from left to right
After updating customization settings make sure to click Save in the upper right corner of the page to apply the changes.
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