Skip to content

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.


Get back to us
We would love to hear from you



Question or comment: