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Switching Between the Views (Adaptive - Classic)

Office 365

Revenue Inbox user interface is available in two views: the default Adaptive view (also known as Cognitive user interface) and the obsolete Classic view (also known as the Detailed View).

The Adaptive view is designed for enhanced user experience: simplicity of use through intuitive record types and actions grouping, quick key actions access to improve overall data entry and handling speed, better adaptability for different screen resolutions, smart records marking and linking and other feature updates. This ensures an optimized operations flow between the user, Revenue Inbox, and Salesforce.

The Classic view unrolls many record categories and functions on a single interface screen; this view lacks the special optimization advantages, however it is more customary for some product users.

To switch between the views in Revenue Inbox, do the following:

  1. Click the (Menu) button in Revenue Inbox Sidebar and select Customization to open the Customization page in your web browser.

  2. In the top right-hand side of the Customization page, toggle the Use Adaptive view; Classic view is used when unchecked checkbox in the Application Settings area.

  3. Click Save in the right-hand side of the slide down panel that appears at the top of Customization page.

  1. Close the Add-In/Chrome Extension, allow up to 30 seconds and reopen it.