Search Results
Articles tagged "import-type" returned 187 results.
Page 10 of 19
Configuring Gmail Calendar Synchronisation – Basic Authentication
...Name → Set the Role to Project Owner → Set Key Type to P12 → Click ‘Create Close modal Close modal The .p12 Key will download (Save this somewhere safe)....
Configure Secure Fields
The Secure Field option in Gold-Vision is provided to add a layer of security to the information held in the field. The information entered in this type of field is...
Getting Started
...A good example of this is opening up your list of accounts and then filtering by industry or account type. Close modal Accessing Items Once you’re in an item, such...
Add Widgets to a Home Page Dashboard
...Widget. Close modal You can now select the Data Source i.e. which list you want to create your widget from (see below) Add filters if required Select the type –...
General Navigation
...record To use Folders and Tags when creating a new record you can type the beginning of the name of the pre-existing folder or tag into the appropriate drop down...
Create Data Source
...Types Data Sources have two types; Static and Live. Static – In a Static Data source, recipients can be updated and refreshed manually. If you use a Static Data Source...
User Management
...kind of User Type you want them to be and click to Send Invite. User will receive an email to accept the invitation and once they have done so, they...
Tags
...record To use Tags when creating a new record you can type the beginning of the name of the pre-existing folder into the appropriate drop down to find what you...
Folders
...campaigns or generic elements. Creating a new record To use Folders when creating a new record you can type the beginning of the name of the pre-existing folder into the...
New Task
...type to link to or leave blank to create a standalone task. Close modal Once you have selected an Item Type you will then be able to select the...
