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Articles tagged "opt-in" returned 185 results.
Page 10 of 19
Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...
Creating Templates & Template Tags
...output lists in a single template (for example, to have a list of ‘standard’ and ‘optional’ items from one quote). Support image replacement in tables (or in standard field tags)....
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
Marketing Settings
Marketing Settings can be accessed in the Settings area. Close modal Sync Connect Users option will sync all Gold-Vision users to Gold-Vision Connect. The Sync Connect Campaign Types can be...
Using Loqate Address Lookup
...up for a Loqate account. This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with flexible payment options. How to use...
Using the QuickBooks Online integration
...in QuickBooks Online. Information such as Company name, Business Address and telephone number will be sent from Gold-Vision. Info The mapping applied from Gold-Vision to QuickBooks Online will depend on...
Styling
...Close modal From Space designer Click on the Styling option or click on the Open Style Editor button to display the styling options. Close modal Logo – click to select...
Configuring Loqate Email Validation
...The first step is install the Loqate Integration from our storefront. Open the Integrations menu Select Loqate Data Validation Install Close modal Configure Settings Click on Manage against Loqate once...
Add Widgets to a Home Page Dashboard
...created from lists can also be added to Home Pages from the Actions menu. Close modal Info You can create a New Menu directly from the Pin To Menu option....
Asset Library
...own images using the Upload button: Close modal Give the logo a name, optionally assigning it to a folder or tag. Info Visit General Navigation for information on how...
