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Articles tagged "Administrator" returned 95 results.
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Using Privacy Actions in Gold Vision GDPR
Info Gold-Vision Administrators, having defined their GDPR policies, will be able to record a purpose against both Leads and Contacts. This purpose will outline the lawful basis and retention period...
Managing Projects
...Creating Appointments Project Stages and Types Administrator users can configure the Project Status and Type drop fields to reflect: the different statuses that your business has for its Projects Close...
Outlook Plugin Troubleshooting
...called Programs and Features) Open Add or Remove Programs Locate the Gold-Vision Outlook AddIn Uninstall it Restart you machine Install the Add-In again from here: https://outlook-plugin.goldvisioncrm.com/setup.exe Run Outlook “As Administrator”...
Using the Generic Phone Integration
...system administrator. To learn more visit the Configuring Generic Phone Integration page. Configure your User In order to use the phone system integration, you must set it up against your...
Custom Text Screen Section
...to Configuration Manager or System Administrator, this will give you access rights to the Screen Designer. Note If you are currently not a Configuration Manager or a System Administrator please...
Using Account records
...relationship options can be predefined by Administrator Users in the Settings area Creating document templates from an Account Document templates can be created against Account records from the Word icon....
Product Settings
Product Settings can be accessed from the Settings area. As an Administrator you can amend the following: Close modal Lock closed Opportunities for non-admin. Yes – when accessing a closed...
Discounts, Price Lists, Financial Entities
...Price Lists can be set up by an Administrator. Financial Entities If you have integrated with a finance package such as SAGE or Exchequer, you can select the Financial Entity....
Creating A Lead
...your Gold-Vision Administrator for access. Create a Lead from New Item menu You can create a new lead by selecting Lead from within the New Item menu. Close modal You...
Using Sites
...a different Site: Info Other than for Account and Contact Records Administrators will have to add the Site field on the screen design of the required item. To find out...
