How to configure your Action Stream?
To customize the display of your Action Stream see instructions below:
- Access your Action Stream
- On the left hand side hover over the My Action Stream menu and click on the gear icon appeared on the right (see A).
- 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
- Click Save to submit your preferences (see C).