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Articles tagged "user-defined" returned 242 results.
Page 10 of 25
Using the Generic Phone Integration
...user. Your system administrator may have already done this but it’s worth checking your settings are correct. Open the Settings menu Click on My User Open the Actions Menu Select...
Portal Management
...users and user roles) Click the Save button. Space Designer The Space Designer enables you to setup pages, add styling options and manage your space settings Close modal Create a...
Creating Home Page Dashboards
An Introduction to Dashboard Management Dashboard Management enables users to edit, duplicate and share dashboards with teams / users. The Manage Dashboards option also allows you to… Specify which teams...
Connect Email Design Tool Changes 2023
...feature parity with a more modern user interface. Info Throughout this page we will be referring to the different design versions as: Legacy design tool: Connect’s retiring drag and drop...
Calendar Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Google as the type. 4. Input the google service...
Product News
...April 2023 Introducing Dashboard Management which enables users to edit, duplicate and share dashboards with your teams an users, together with updates including an option to copy quotes multiple times,...
Configuring Sites
Sites are individual records in Gold-Vision which can be screen designed as per specific business requirements. The Sites functionality is available as standard for all users. Screen Design Site Record...
Integrations Pricing
...Web Forms Details Price / month Portal Single Account Access Portal Subscription – Single Account Access Cloud Customer 5-9 Users Up to 250 Contacts/ Logins One Portal Space with Account...
Using Loqate Email Validation
...verified but not the actual user’s mailbox. Pending are shown in amber. Searching for Contacts by Validation Status In addition to your usual search in the Email column you can...
Configuring the Microsoft Outlook Integration
...Mail Tracking Settings Once completed you must configure the mail tracking setup for each user who requires mail tracking. For further information please visit User Mail Tracking Setup Gold-Vision Add-in...
