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Articles tagged "date" returned 134 results.
Page 11 of 14
Filtering Sublists
...navigating around Gold-Vision using the Opportunity as an example. Close modal This is also very helpful when reviewing particular dates as seen above with the Campaign Sublist against a Contact....
How To Setup Sales Target
...a name, select a user, add a Start Date, select a Currency and then enter a Target Value. Close modal Info Once you have setup your Targets you can create...
How To Setup Product Group Targets
...the New button. Click into the target you have created and then select ‘New’. Once again, enter a name, select a user, add a Start Date, select a Currency and...
Lead Management Settings
...modal Info Checking Invalidate Lead emails already in Gold-Vision will flag any Leads as duplicate if the are also in Gold-Vision. This makes them invalid when added to a Campaign...
Outlook Plugin
...have changed the Global Names of objects on your system, you can use the Update Labels from Gold-Vision button to bring these details back through to the Add-In. You can...
Single Sign On
...we can activate this for your instance of Gold-Vision. Note Gold-Vision will be unavailable for around 15-30 minutes while we enable SSO. Managing your Account Profile – update your email/phone...
Importing your data
...Select a match key (see Tips) Close modal The import tool will validate the data and display any errors such as columns not mapped. See tips Close modal Enter a...
Configuring the SharePoint Online Integration
...Warning: Changing the library location at a later date does not automatically move the folders and files already linked. Be sure to agree on the correct location to store documents...
Configure Xero integration
Administrators can update the integration module, edit the field mappings and trigger alerts, also set up the batched modules: Real-time Modules Close modal Edit Mappings Click Edit Mappings then choose...
Using the Eventbrite Integration
...Note As from now, this Event will update automatically and continuously from Eventbrite until the Event is complete. Any new Bookings will automatically be imported in Gold-Vision. No further action...
