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Articles tagged "date" returned 124 results.

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Updates

...adding a new date field in the Screen Designer, date fields can now be set and saved as showing the date only and not the default date and time setting....

Custom Date Periods

Custom Date Periods can be set in the Settings area, to match those used by your business, for example: Financial Year or Sales Quarters. Close modal Custom dates will be...

Creating Appointments

...date will default to the nearest next half-hour. The end date is defaulted to be exactly one hour after the start date. Start and End Validation If an end date...

Searching and Filtering Lists

...drop options you want to filter the list to: Close modal Searching Date Fields Users can apply different Date filters using different date periods: Day, Week, Month, Year, a specific...

Updating an Import

...Rather that creating a new lead list you can update an existing lead list. Option 1 – Using a Control Column to update the original list If you think that...

Mail Tracking & Calendar Troubleshooting

...Review User Last Scanned Date A quick check that can be performed against a user record is to review the user “Last Scanned” date, which is auto-populated when the mail...

Filtering

...value greater than e.g. createdDate=>2020-07-02 <>: A range between e.g. createdDate=2020-07-02<>2020-07-03 A special case for date fields we support these values: [yesterday] [today] [todaybefore] – anything with today’s date or...

Automatically creating Project Activities

You can automatically create Project Activities when a Project is created, perhaps setting a due date 2 weeks after the created date. Add Action > Create a new Activity >...

Configure Alerts Introduction

...the Owner of the Activity at the time and date as set in the Due Date field. These two types of Alert can only be created through the Gold-Vision user...

Import Contacts from Office 365 into Gold-Vision

...the options in the list to update the Contact. Close modal Alternatively, select multiple contacts to update and then click to import all either as Accounts or Leads into a...