How to configure your Action Stream?


To customize the display of your Action Stream see instructions below:

  1. Access your Action Stream 
  2. On the left hand side hover over the My Action Stream menu and click on the gear icon appeared on the right (see A).
  3. In the Configure My Action Stream pop-up, set you preferences (see B):
    • Choose your preferred Default number of contacts loaded from the drop-down options. Every time you access your Action Stream a set number of contacts will be loaded by default.
    • To organize your contacts with future task under the Upcoming tab, tick the Show a collapsible 'Upcoming' filter check-box.
    • Select Hide contacts without Actions check-box, if you wish to hide from contacts without Next Action or Queued Actions your Action Stream view
  4. Click Save to submit your preferences (see C).

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