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Articles tagged "screen design" returned 187 results.
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Recent Event Settings
...logs. Close modal Info To view recent events you will need to add them to the Screen Designer for an item by adding a Recent Events List Section. Close modal...
Products
...added or amended in the Settings – Screen Design area. You may want to capture specific information about your products. Tip Tip: Use the Base Cost field to help you...
Configure Xero integration
...Gold-Vision Account field to be screen designed for this purpose and you will need to enter the field ID in this section : Close modal Managing the Xero Transaction History...
Create Event Sessions
...as shown below. Close modal Tip Please ask your Gold-Vision Administrator to add any of the above fields if they are not visible using the Screen Design area in Settings....
Lead nurture
...you speak to them at the event. Close modal Tip You can select a previous list design to clone to save you time Tip Gold-Vision has been designed with...
Email Templates
...See Design Tools and Functionality to find out how to use the Design Preview options toolbar and add content to your template. Template Settings Click on Settings at the top...
Landing Page Templates
...out use the Design Preview options toolbar and to add content to your template. Template Settings Click on Settings at the top of the screen to edit the name or...
Using stock templates in Connect
...Drag & Drop to open the design space. Select ‘Click here to copy to another design’ and select the Stock Templates tab. Here you will see the library of stock...
Managing your Sage 50 integration
...them automatically. If Customers are created manually in Sage, you will need to create a manual integration link from this screen. If Sage Customer codes have been modified, you can...
Team Management
...Team From the Teams list, click on the plus icon next to the Actions tab at the top right hand corner of the screen. Close modal Give your team a...
