Search Results
Articles tagged "details" returned 88 results.
Page 1 of 9
Details
Details Enter the initial information regarding your landing page; give the landing page a name, and you are also able to optionally assign it to an existing campaign and a...
Simple Time Management
...select Log Time/ Unit Close modal Option 3 From the Time Section click on Log Time Close modal Log Time Details Once the user has clicked on the Log Time...
Linking Purchased Time
...a Day see Configuring Time page for more details. Products have been Linked to Purchase Time and/or Units see Configuring Time page for more details. You also need a Quote...
Portal View – Examples
...chosen Profiles the profile details and fields will be displayed. If you have chosen Sites the site details and fields will be displayed. If you have chosen Activity the activity...
Using DocuSign Integration
...need to add the eSign Document details: Close modal Add the file name – this is the name of the document you are sending Add the recipients – click on...
Account Portal Management
...roles who can view or edit details on the page. Close modal Menu Title – enter a title which will appear in the portal navigation eg. Account. Access – allows...
Configure Account Page
...to be able to view and edit specific details i.e. update a job titles or email addresses, when using the Account portal. Click on the Details Page tab. Close modal...
Linking Purchased Units
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Products have been Linked to Purchase Units see Configuring Time page for more details. You...
Creating Accounts & Contacts
...the New Item menu: Close modal Tip Tip: New Accounts can also be created from within the Accounts view. Enter Account Details Security Level Can be chosen for the Account...
Welcome new customers
...series such as the example below: Close modal Running a Welcome Email Series The series includes a welcome email, an introduction to help and support contact details, an event calendar...
