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Articles tagged "pre-defined" returned 172 results.
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User Defined Reporting
Whilst there are a number of pre-defined reports available from the Reports section within the View Bar, Gold-Vision’s reporting also allows you to build, generate and manage custom reports from...
Mail Tracking Settings
...particular user inbox with a pre-defined mail form. Contact Gold-Vision support for further details. Opt-In Only Folders If specified, these sub-folders in a users mailbox will only be scanned if...
Building your Template
...option. Close modal Merge Field Use this option to link your text content to a Merge field from Gold-Vision CRM. Choose from a pre-defined set of Merge fields; or, depending...
Creating a Quote
...quote is, users can choose from pre-defined drop downs. Use this field for Sales Reporting, click here to find out more. Price List If there are multiple price lists setup...
Preference centre
...When edited, these will automatically synchronise with Gold-Vision Connect allowing you to manage preferences more effectively. Managing Campaign Preferences – Connect Administrator Campaign Preferences can also be managed in Gold-Vision...
Landing Page Design
...the Create your own option, or choose from a simple pre-designed layout. Close modal Or use select Themes to select a pre-defined design for your landing page: Close modal Info...
What Is GDPR? Including Best Practice
...including links to useful resources to assist you in preparing your organisation for compliance. Info Please note: whilst we will support you by presenting the key concepts within GDPR, this...
Using Account records
...relationship options can be predefined by Administrator Users in the Settings area Creating document templates from an Account Document templates can be created against Account records from the Word icon....
Updates
...the Screen Designer. The Project screen will still open in the Screen Designer even if the Stage field has previously been removed from the screen. When editing the Touchpoints list...
How to create a drag & drop template
...the top of the editor you also have access to some additional functions, including: Save Template, Apply template, Print, Send Preview, Preview Template and Cancel. Save Template: It’s important to...
