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Articles tagged "Name" returned 146 results.
Page 10 of 15
Creating A Count
...from the View menu. Close modal You will then have the following options: Close modal Select Count, amend the name if required. Close modal Counts can be renamed and pinned...
Creating A Target Chart
...Enter a name and select the time period that your Target has been created for, this will display a list of the Targets available. This is an example of a...
How to Set up the App Password for Google / Gmail Accounts
...(Custom Name) > Enter Reference for 3rd party app, eg. Gold-VisionCRM then click GENERATE Close modal Copy the app password for use instead of the mailbox password when setting up...
Calendar Synchronisation
...time frame Close modal Default Settings The default calendar settings allow definition to apply to all users, including setting of the default username and password. This allows definition of a...
Touch Point Rules
...Points Enter a name, category (if using), score and action type Close modal Lead Import You can automatically create Leads from Touch Points. To do this you must tick the...
User Language Labels
...labels and then save the file as a CSV UTF8 (Comma delimited) file. Do not change the name of the export file as the naming convention will be required for...
How Do I Export Data?
...menu then Create Report. Close modal Close modal Use the Details tab to name your Report and use the Fields tab to add or remove fields. Once you have saved...
Advise the customer that their subscription is due
...a name and a description. Select the object the date is associated with eg Contact/Profile Enter the Subject line and body of the email You can add information from Gold-Vision...
Automatic Email to confirm a call has been logged
Close modal Step 1 Create an email template. Settings > Email template > New Enter a name and a description. Select the object the date is associated with eg Contact/Profile...
Automatically creating Project Activities
...Configure and manage data settings Enter a name for the Activity Set an Owner Set a Type To set the start date 2 weeks after the created date, enter the...
