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Articles tagged "Design" returned 138 results.
Page 10 of 14
Creating A Document
...be viewed in the Documents section against an item. Close modal Note If the Document section is not displayed this will have to be Screen Designed from the Settings area....
Gallery
...Gallery section users can either drag and drop files or upload the files against the Gold-Vision record. Close modal Click here to find out how you can Screen Design...
Mail Tracking
...In the Correspondence Section If the Correspondence section has been screen designed against an item users can search emails Close modal 2. In the global Search Email List Close modal...
Managing Appointments
...can limit field-level editability via the screen design security. Editing Attendees – Click Edit, Schedule. New Attendees can be added to the appointment from the Schedule section. New Note –...
Managing Duplicate Data
...an Account or Contact, Gold-Vision can run a duplicate check. Close modal Info Your administrator can configure this in the Screen Designer for Accounts and Contacts, by selecting the fields...
Mobile Device Access
...Full access to your dashboards, menus, and action centre Tip Tip: It is recommended to perform more complex administrative tasks such as screen design on the desktop view Close modal...
Campaign stage types
Connect Running a stage with the Media type set to Email (Connect) will upload the recipients to Gold-Vision Connect. From there you can design your email and send it. Close...
Create a campaign stage
Campaigns can be designed with one or multiple Stages, as complex or simple as your requirements. Stages define the medium you use to send your campaign (e.g. Connect Email, Phone,...
Data privacy opt in
...has now Double-Opted-In – this will be updated against the record in Gold-Vision so that you can easily filter these contacts. Close modal Info You may need to screen design...
How Can I Use Profiles?
...in the Settings area. Your administrator will be able to create the fields required. Please refer to our Screen Designer help pages for more information. The main benefits of using...
