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Articles tagged "user" returned 235 results.
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User Configuration
...user. You can view the number of licenses by selecting Settings, Licence Settings. Close modal Configuring User Level You can amend a users user level in Users within the Settings...
User Mail Tracking Setup with Basic Authentication
...Host Address eg. https://outlook.office365.com/EWS/Exchange.asmx Mailbox Username This is the user’s email address. Web Service Username This is the Gold-Vision web service user which has been set-up by your IT Department....
User Management
...User To edit a user, press the pencil icon. Close modal You will be able to edit their User Type and can enable or disable their status. Disabling the users...
Dashboard Team & User Access
...or editable either to entire teams or users or just specific users in your company. Info Click for more information about User Teams. Click to Save. You can...
Disabling & Deleting Users
Info Disabling a user removes the user from your enabled licences. To disable a user click on Settings, select Users. Close modal Click to open the user record, select Edit...
Drive CRM user adoption – turn reluctant users into engaged advocates
Webinar Description Struggling to get your team fully on board with your CRM? You’re not alone! In this session, we share practical tips and proven strategies to boost user adoption...
Drive CRM user adoption – turn reluctant users into engaged advocates
Struggling to get your team fully on board with your CRM? You’re not alone! In this session, we’ll share practical tips and proven strategies to boost user adoption and unlock...
User Access Options
...Access Rights When a user’s team does not have access to a particular item type, all icons and menus to that item type will “disappear” from the Gold-Vision user interface....
User Defined Reporting
...Close modal Once defined, users can generate a report by selecting Report from within the Actions Icon. Close modal Using the Report Overview Screen you can select the applicable Details,...
User Language Labels
Gold-Vision can be used in languages other than English. Adding a New Language in Gold-Vision In the User Language Labels area of the Settings area you can import labels for...
