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Articles tagged "time-management" returned 195 results.

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Simple Time Management

...select Log Time/ Unit Close modal Option 3 From the Time Section click on Log Time Close modal Log Time Details Once the user has clicked on the Log Time...

Linking Purchased Time

...and select Log Time/Unit: Close modal Log Time From the Time Section Find the Time Section the Gold-Vision record and click on the Log Time option: Close modal The Log...

Viewing & Reporting-Time / Units

View Time / Unit Entries Users can view the Time/ Unit Entries in different areas of Gold-Vision 1.View Time / Unit Entries from the Time / Unit Section All Time/...

Introduction to Time

A feature which can be used for recording time against Gold-Vision records, useful for monitoring productivity of users when they are managing tasks. Where can I use Time? Time recordings...

Setting up Products with Time/Unit

Allows you to log time/units against Gold-Vision records linked to Purchased Time / Units. The Log Time functionality is available against an Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity,...

Configuring Time

...Go to Settings then search for Time to display the general Time Settings window: Close modal Close modal Enter the number of hours in the Time in a day field....

Linking Purchased Units

...select Log Time/Unit: Close modal Log Unit From the Time Section Find the Time Section the Gold-Vision record and click on the Log Time option: Close modal The Log Time...

Account Portal Management

...Management This option is only available on the Contacts sublist and allows you to manage access to the role management section in the portal. Close modal Access Roles – allows...

What’s New in Gold-Vision 8

...performing well and invoicing for time spent against purchased services / products is simple with Gold-Vision 8’s built-in time management tool. Fully integrated with your wider CRM functions, there’s no...

Role Management

Creating a new space In the Settings area search for Portal Management. A Role can be assigned to Contacts, Pages and Sub-lists to give various permissions to the User to...