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Articles tagged "multi-select" returned 259 results.
Page 10 of 26
Import types
You will need to select the Import Type depending on the data you are importing Close modal Import Types & Match Keys This table below explains the different types and...
Price Lists
Multiple Price Lists can be used with the Quotation and Product areas. You can view and manage Price Lists in the Settings area. Adding A Price List New Price Lists...
Using the Eventbrite Integration
...you wish to view only the Attendees who booked on a particular Session; open your Event, go to Sessions select the session then click on the Attendees tab: Close modal...
Configuring the Lead Forensics Integration
...new touch point rule for Lead Forensics: Following a successful activation you can setup multiple touch point rules which respond to website visits. Select New Rule for LeadForensic Close modal...
Configuring Gmail Mail Tracking with Basic Authentication
...to switch back and forth between multiple screens and devices. This integration will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time....
Google Mapping Integration Overview
...to find addresses. Plan multiple customer visits in one go – The route planner functionality of this integration allows you to select a group of customers you wish to visit...
Creating Sales Target Charts
...settings, you can create custom date periods to match Financial dates used by your business Click on ‘Views’, select ‘Report’ and then ‘Create a New Widget’, select ‘Target Chart’. There...
Creating Activities & Reminders
...Project. Close modal Activity Details Start Date/ Due Date – Select using Calendar Icon – if not entered will default to current date & time. Status – Select progress stage...
Configuring Sites
...Site field is a picker field which will allow you to select the preferred Site against the specific Gold-Vision record. Users can add Sites to the screen design for: Opportunity,...
Using Sites
...Select the item type that you would like to link to the Site, select the Relationship then click Add: Close modal Using Site Template Tags for Document Production Site address...
