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Articles tagged "table" returned 44 results.
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Creating A Table
Creating A Table From A List To create a Table from a list, select Report from the View menu. Close modal You will then have the following options: Close modal...
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. Restrict...
Configure Account Page
...contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict Access by Contact ownership – allows you to...
Configure Activity Page
...contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict Access by Contact ownership – allows you to...
Creating Templates & Template Tags
...from any item that is linked to it (e.g. from a Quote, you can output field data from an Opportunity, Contact or Account) Ability to output a table of data...
Capture, Manage & Nurture Exhibition Leads
...have come from. Capturing your leads at an exhibition can make the process much simpler and efficient, especially as these can be captured on either mobile or tablet devices. Just...
Advanced Templates
...line within a table as shown above, borders can then be hidden from the table Template Tags for other Gold-Vision records If you would like to pull information from other...
Standard Reporting
...Quotes, Activities If applicable the selectable options can be amended and the report updated by re-clicking View Report. Export – Select a format eg word, CSV Refresh – if changes...
Creating A Target Chart
Charts, tables and counts are known as Widgets and can be created from lists or Home Pages. Target charts are a special type of chart that show performance against Product...
