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Articles tagged "homepage" returned 25 results.
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Homepage
Getting Started Simple step by step guide to get you started Resources Webinars, Product Updates and Tips, Web Clips & More Knowledge Hub Become a Gold-Vision pro with our range...
Configure Account Page
...the Gold-Vision record Set as homepage – you can set a homepage which will be the first page the users will see when they access the portal. Click the Create...
Account Portal Management
...to restrict access only to the Contact of the Gold-Vision record Set as homepage – you can set a homepage which will be the first page the users will see...
Team Management
...For further information see ‘User Access Options‘. Homepage Click on ‘homepage’ to access the home page options. This section allows you to control the avatar, header image and name that...
Configure Activity Page
...the Gold-Vision record Set as homepage – you can set a homepage which will be the first page the users will see when they access the portal. Click the Create...
Creating A Count
...Page Dashboards. Close modal Click on the 3 dots to pin to a Homepage Tip Tip: Widgets created from filtered lists will retain their filters when pinned to a Homepage....
Gold-Vision 8 Upgrade Planning
...Document section to your individual items. (see Adding Sections below). All existing documents in Gold-Vision 7 will be automatically uploaded. Close modal Lists, reports, dashboards and homepage dashboards will remain...
Knowledge Hub Courses
...the basics of Gold-Vision CRM and its interface. By the end of the course you will be familiar with Gold-Vision’s homepage setup, how to navigate your way around the system,...
Configure Alerts Introduction
...items can be added to the homepage New menu, resulting in the creation of a certain object with defined fields already set. Email Receipt Alert – Alerts which will fire...
Report, Calendar, Map and Flows view
...can be dragged and dropped in to different lanes. Close modal Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be saved....
