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Articles tagged "design_portal" returned 138 results.
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Account Portal Management
...modal You can view the Portal at any time by clicking on the View button. Publish the Portal Close modal To make the portal available click on the Publish button....
Connect Email Design Tool Changes 2023
...design tool. Legacy templates: Templates created in the retiring drag and drop design tool. New drag and drop designer: The new drag and drop designer that will be replacing the...
Enable Portal Access
...access to the Portal Enable Portal Access for Contacts Go to the Contact record you want to give access to the Portal Select the Portal Section click on the Edit...
Portal View – Examples
...on the portal. Close modal Portal users will then be able to see these notes in the portal. Info Please Note – Changes to Gold-Vision fields shown in...
Portal Overview
...on your system. Step by step process Install the Portal Portal Management Configure Account or Activity Pages Style your Portal Configure Portal Settings Enable Portal Access Configure Portal Role Management...
Portal Management
...Activities on your Portal To continue the setup please choose from the below links which Portal Page Menu you want to setup Account Page Account Pages are designed to display...
Integrations Pricing
...rolled-over into the following year. Portal & Web Forms Details Price / month Portal Single Account Access Portal Subscription – Single Account Access Cloud Customer 5-9 Users Up to 250...
Configure Account Page
In groups select Accounts. Close modal Menu Title – enter a title which will appear in the portal navigation eg. Account. Access – allows you make the space visible to...
Configuring Sites
...Pages and Sections to your item Screen Design please visit the Changing the Screen Design page. Note Only the Configuration and Administration Managers will have access to the Screen Designer....
Updates
...the Screen Designer. The Project screen will still open in the Screen Designer even if the Stage field has previously been removed from the screen. When editing the Touchpoints list...
