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Articles tagged "menu" returned 124 results.
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Pin to Home Page & Menu
...and customise your own menus from the Cog icon. Close modal Pin Items to Menu Filtered lists, New Menus and items can all be pinned to your custom menu. Click...
Create Dashboards or Menus for your team
...used items to a menu and enable this for visibility by your team. Using the Actions menu as above select to “Pin To Menu” your filtered list or view from...
Gold-Vision 8 Upgrade Planning
...Close modal Note Users can amend lists and save them by pinning to a menu. Creating A Menu For Your Team Menus can be created and made available to all...
Using Account records
Close modal The Account main menu enables users to perform different actions to the Account record: Edit an Account Account records can be edited by clicking on the Edit Icon...
Using Contact records
Close modal Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record Edit a Contact Contact records can be edited by clicking on the Edit...
Using the Generic Phone Integration
...menu. Click the Edit gear icon on the main menu Select New Menu Enter a Name for the menu From the list of Views search for Calls Click on Calls...
Configuring the Generic Phone Integration
...through the storefront. Open the Settings menu Click on Integrations The integrations store front will load Find and click on Generic Phone Click the Install button Follow the on-screen install...
Account Portal Management
...the Plus Icon to add:- Menu Pages – Pages which will appear on the main navigation. Standalone Pages – These pages can be linked and do not appear in the...
Manage Your Day
...Close modal Creating custom menus Before you click off that filtered list you’ve just worked so hard to create, you can pin it to a menu, saving you having to...
