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Articles tagged "item" returned 132 results.
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Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Categorise Your Data
...against your item click to edit your record and select the Categories you would like to set. Current Categories that are set will appear against “Assigned Categories” you can simply...
Managing Appointments
...on how to create documents from template can be found here. New Link may be created to link the Activity to another Gold-Vision item from the link button. Further Appointment...
Managing Duplicate Data
...tab – set the De-Duping checks on new and/or existing items. Close modal Duplicate Report You can run a Report to identify duplicate Accounts and Contacts. Close modal Merging Accounts...
Merging Accounts Or Contacts
...Target) and include sub items such as Opportunities and Activities. By checking the ‘Delete source after merging’ checkbox, you will be left with one record – removing a duplicate without...
Viewing and Uploading Documents
...section and click on the folder you want to upload the file to: Close modal Info Please note that Documents section needs to be screen designed on the items screen...
Create a ‘Cherry Picked’ source
You can approach developing a ‘Cherry Picked’ source in a few different ways. First, you could create an empty Source from the New item list, fill in the relevant fields,...
Configuring Time
...following items – Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity, Project or Project Activity . From Settings go to Screen Designer and select the record where you would like...
Simple Time Management
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Time Section has been added to the screen design – to find out how to...
Creating A Chart
...drill down to a list view of the items. Info Widgets are dynamic, if a change is made to the list, the charts will automatically refresh. Watch the web clip...
