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Articles tagged "configure" returned 99 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

alerts configure custom onsave reminder touchpoint

...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

configure leadmanagement

...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 Integrations Storefront next to the Action Menu on the top right-hand side of your screen saver. Close modal Select Microsoft...

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

Administrator data screendesign

...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

design_portal portal

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

Portal

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

How to Configure Portal Activity Page

Portal

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

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