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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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