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Articles tagged "options" returned 115 results.
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Amending Drop Options
Drop down options can be amended in the User Interface area of the Settings area, either in the Screen Designer or the Drop Downs area. Configure Drop Options Close modal...
User Access Options
...Tip Tip: Access to Gold-Vision item types, for example; Opportunities, Projects, Reports, etc., can be restricted by Primary Team in User Access Options within the Settings area. Close modal No...
Team Management
...of the options for a user, see User Configuration. User Access Options Info Tip: User Access Options allows you to determine the Access, Edit and Delete rights for each Team....
Updates
...only the enabled options Notes have the correct title when added from Action Centre – To Do list Accounts / Contacts When using the advanced options in Screen Design to...
Creating An Opportunity
Opportunities are potential sales or business development with Accounts. Create A New Opportunity There are different ways to create Opportunities in Gold-Vision the most used options are: Option 1 –...
Manage Dashboards
...dashboard on your personal Home Page. Close modal Menu Options Click the Ellipsis Icon to view menu options. Close modal Edit Click Edit to access the Edit Dashboard Options....
Searching and Filtering Lists
...search options such as “greater than…” or “less than…”. Click on the Funnel in the Search box then choose your filter options: Close modal Wild Card Using the wild card...
Account Portal Management
...a list of options is available you can choose to hide selected options. Adding Page Sublists You can add additional tabs to display Contact, Site and/or Profile details on the...
How to create a drag & drop template
...this nice and simple. Creating and copying templates To create a new blank template, select Template from the menu options in the upper righthand corner. From the template library view,...
Design Tools and Functionality
Design Preview Options Across the top of the editor you have access to some preview options including: Show Mobile – Select to toggle your design as it will be shown...
