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Articles tagged "parent" returned 16 results.

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Amending Drop Options

...modal Close modal Tip Tip: You can also use Additional Multi-Select to create a multi-category field. Configure Parent Drop A drop down can have a parent and child relationship, for...

Category Management

...a new Category has been added you can select the Items you want the category to be available in. Close modal Propagate To Parent Items Info The Propagate option will...

Linking Purchased Units

...modal From here you can choose the items you want to link to: Link to parent account – Click to select the parent record i.e. Account – this will link...

Updates

...from bar chart created from Product Sales. Users are now able to use US_ID_SUPPORT (Support or Contact Manager) within Contact reports. Parent name now available on widgets that use parent...

Price Lists

...can be added by using the New Icon. Close modal Info When creating a new Price List you will need to include a Parent Currency. To find out how to...

Linking Purchased Time

...can choose the items you want to link to: Link to parent account – Click to select the parent record i.e. Account – this will link the purchased time at...

Managing Appointments

...If Calendar Synchronisation has been enabled to Auto Add Attendees in the Admin Console, this will have the affect of automatically adding the members of the parent to the appointment...

Managing Activities

...new parent item e.g. reassign an Opportunity Activity to a new parent Opportunity. In Edit mode change the Account details field to correspond with the new Account record and click...

Creating a Quick Quote

Create a Quick Quote from the New menu This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so...

Viewing & Reporting-Time / Units

.../ Unit Entries on the Gold-Vision Parent item If the Time/ Unit Entries List has been screen designed on the Gold-Vision record, users can see in list view all the...