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Articles tagged "multi-select" returned 258 results.
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What’s New in Gold-Vision 8
...for quickly and efficiently. Adapt screens to fit the way your users like to work with in-line editing, resizing columns, adding/removing columns, and multi-select filtering to name a few. Our...
Using Bulk Replace
...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...
Updates
...Recipients list. Documents / Templates / Gallery Multi-Select fields now show the correct value when more than one option selected Document Generation – Settings are retained when Filename is set...
Using Account records
...type that you would like to link to the Account, select the Relationship then click Add. Close modal Creating Multi-Select Links Use the Select button on a list to...
Linking Items
...Account/Project/Opportunity/Activity – these linked contacts can be included for emailing from that item by selecting Member from the Email area within Actions. Close modal Multi-Select Link Use the Select button...
Office 365 Contact Synchronisation with Gold Vision
...Close modal Close modal You can sync or unsync up to 50 contacts at one using the multi-select feature. Click “Select” to select multiple contacts to be synchronized at once,...
Using Office 365 Contact Synchronization
...or unsync up to 50 contacts at one using the multi-select feature. Click “Select” to select multiple contacts to be synchronized at once, once you have selected contacts use the...
Role Management
...select which Roles you wish to be included in the Group. Simply select the + button next to the Roles and select as many roles as you wish to include...
Using your Sage 200 integration
...modules described previously are multi-company compatible. This means a single instance of Gold-Vision can integrate with multiple Sage 200 companies/datasets. For example, a single Gold-Vision account can exist in multiple...
Account Portal Management
...allows you make the space visible to contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Create Roles...
