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Articles tagged "change" returned 113 results.
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Google Analytics Integration Overview
...Analytics integration allows you to report on the success of your email campaigns sent from Connect. View the statistics in graphs and tables, and use the information to make changes...
Microsoft Outlook Integration Overview
...or Contacts, whenever and wherever. Outlook Integration for Gold-Vision CRM Whether you use Outlook, Office 365, or Exchange (or a mix of the three), mail server integration guarantees email...
What’s New in Gold-Vision 8
...list Alerts Emails Calendar Appointments Close modal Improved Alerting We’ve also made changes to our alerts, making it easier for you to identify key or valued information at a quick...
Team Management
...user as a member of that team. Close modal Info The user will be added as a secondary member to the Team. If you need to change the primary team...
Using Secure Notes
...visibility. Be aware that once these have been set, they cannot be changed later. Close modal Viewing a secure note When clicking on secure note, you’ll be notified that the...
Account Portal Management
...roles selected. Click the Continue button and then the Save button. Styling You can style your portal page. For example: you can add a logo, change the font and colours....
Updates
...Notes list. Bulk Select option removed from Notes list. Spaces now possible in Category names in Category Management. Changes to existing categories are saved when adding new categories or deleting...
Styling
Styling You can style your portal page. For example: you can add a logo, change the font and colours. Close modal Click on the Styling option or click on the...
Configure Activity Page
...modal Info Please Note – You can display up to 10 additional fields in a support detail page Don’t forget to Save your changes before you exit the Settings section...
Add Web External Items to Dashboards
...Close modal Add New – As above enter the relevant information to add a new item Edit – Change the details on the item Delete – Remove the item from...
