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Articles tagged "configure" returned 100 results.

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Configure Account Page

...Settings to Configure Sublist Close modal Configure Sublist The Sublist Settings tab will be displayed. Close modal Configure Sublists – the sublist name will be displayed and can be amended....

Configure QuickBooks Online integration

Configure QuickBooks Online integration An Administrator user will need to configure each required module for the integration, the modules available are below: Real-time Modules – which send information from Gold-Vision...

Configure Alerts Introduction

...site explains the key areas of setting up and managing alerts. Configure Alerts Choose the Alert Type On Save Alert – When a Gold-Vision item is saved, if specified criteria...

Configure your Lead Screens

...can be also be configured using the screen design tool. Default Fields The following fields will appear by default on the screen: Summary Company Main Phone Website Post/Zip Code First...

Configure Dynamics NAV Integration

Configure Dynamics NAV Integration Access the Integrations Storefront Go to Settings – Integrations to access the Integrations Storefront, you need to be a system administrator. Close modal Select Microsoft Dynamics...

Configure Xero integration

...the underlying references of fields and will rarely be used. Select from the Gold-Vision field you want to push the data from: Close modal Configure Alerts Alerts are created so...

Configure Secure Fields

...a non-secure field. An existing field cannot be converted to a secure field. To configure visibility rules for the field or field block, see the Changing the Screen Design section....

Configure Activity Page

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...

How to Configure Portal Account Page

A guide on how to create and configure the Portal Account page...

How to Configure Portal Activity Page

A guide on how to create and configure the Portal Account page...