How to add fields groups in the screen designer.
As an Administrator you can add or remove columns from a list as well as select the default layout. Available in the Settings area, select List Designer then the List you want to amend.
The Screen Designer allows you to add, remove and configure, fields, sections and pages on most item screens.
To make it your own you have the ability to style the Portal to meet your brand criteria. For example: you can add a logo, change the font and colours.
Once you have installed your Portal it's now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts – ideal as a self service area for users to add new Contacts, amend job titles, contact details and user preferences. Sites – an area where users can…
Once you have installed your Portal, it's now time to Configure your Activity Page. Activity pages are designed to display data from your Gold-Vision Account records, all types of Activities including: Account Activities Contact Activities Opportunity Activities Project Activities Menu Settings