Search Results
Articles tagged "notes" returned 41 results.
Page 1 of 5
Creating & Using Notes
...will appear in the correspondence area to help differentiate between normal notes and phone notes. Close modal Search Notes There are two main options for searching notes: Option 1 –...
Using Secure Notes
Introduction to Secure notes The Secure Notes feature allows a user to create a note with an additional layer of security. The body of the note is recorded in the...
User Interface Settings (Notes & What’s Next)
Note Editing As an Administrator you can set whether or not notes can be edited. Notes and What’s Next can be found in Settings – General Settings – UI Settings....
Updates
...the Recent Events list. Old notes that were created before the advent of Sticky notes, now appear correctly at the bottom of the Correspondence list New Note button removed from...
Using Account records
...address. For more information on how to do this, please visit Using Account and Contact Addresses. Add Notes to an Account Notes can be added to the account record by...
Managing Opportunities
...Opportunity Actions Add Notes to an Opportunity Notes can be created against an opportunity to record updates and conversations using the Note Icon. Close modal Notes can be added to...
Gold-Vision 8 Upgrade Planning
...create a new leads list Notes created in Gold-Vision 8 will display with html tags in Gold-Vision 7 (Gold-Vision 8 allows rich text leads management notes, which are not supported...
Portal View – Examples
...click to save. Info Please Note – Changes made in the portal will synchronise and update Gold-Vision. Add Notes in the Portal Contacts can add notes and attachments. These will...
Import types
...opportunity reference (or name if unique). Opportunities Notes Adding opportunities with notes, or adding notes to existing opportunities. Account name or reference, opportunity reference, note summary. Profiles Importing profiles to...
