Conga Product Documentation

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Adding New Loyalty Program Button

You can easily create and manage loyalty programs. However, the New Loyalty Program, New Point Accrual, and New Promotion buttons might not available by default in the Incentives List View. To make them visible, you need to edit the search layout and change the default view settings.

Adding these buttons provides quick access to key actions, making it faster and easier to manage your loyalty programs.

  1. Navigate to the Incentives Tab.
  2. Hover over the Search Layouts link and click Edit for the Incentive List View layout.
  3. In the Custom Buttons section, select New Loyalty Program, New Point Accrual, and New Promotion from the Available Buttons list.
  4. Click Add to move them to Selected Buttons.
    Buttons are available.
  5. Override the Default View Button.
    1. Go to Setup > Custom Objects > Incentive > Buttons, Links, and Actions.
    2. Click View > Edit and override the button settings.
    3. Ensure the correct override settings are applied.