Search Results
Articles tagged "date" returned 134 results.
Page 10 of 14
Categorise Your Data
Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...
Correspondence
...users can filter the correspondence list using the headers of the section. Type in the Subject field any specific words or filter by date, from/ owner or recipient: Close modal...
Easy Navigation Tips
...when the start date is reached (and they’ve not been completed). Alerts are your reminders and you can also see Emails and Appointments. Close modal Tip Tip: You can quickly...
Introduction to Sites
...8. You don’t have to use Sites if you don’t require this functionality, but the way users update and change Account and Contact addresses has changed, to find our more...
Using Account records
...an account record select print from the Action Menu Update Contact Addresses When the Account Address has been updated the Contacts addresses can be updated in bulk from the Action...
Using Contact records
...the Contact Record following Account reassign. Click Edit to change any details, such as address, email, telephone, click Save to update changes. Further Account Actions Further actions can be performed...
Add to an existing source
...your list to and click OK. Close modal Once the list has been added to an existing source you will need to refresh the recipients to update the campaign source....
Viewing & Reporting-Time / Units
...the View Menu and select Time Entries Close modal From the global list users can filter to see time / units logged by Account, User, Created Date or Item Type....
Standard Reporting
...a format eg word, CSV Refresh – if changes to the selectable options have been made, click Refresh to update to information. Print. Info Standard reports can not be edited....
Web Form Integration Overview
Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...
