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Articles tagged "design_portal" returned 153 results.
Page 11 of 16
Configuring DocuSign Integration
...you have logged in with your DocuSign Account you will be able to view the authentication in the Social authentication list Close modal Screen design Once authentication has been completed,...
Enabling 365 Contact Synchronisation
...365” field on the Contacts List Design so that users can view the column. To do this go to Settings > List Designer Close modal Select the Contacts List, click...
Introduction to Marketing
Who is it aimed at? Gold-Vision Marketing users. What does it cover? This webinar has been designed to provide an ‘Introduction for Marketing Users’. We will explain how to create...
Saved Rows
...in Emails or Landing Pages, click Create. Doing so will take you into the Designer to add content to your Saved Row. Info See Design Tools and Functionality to find...
Landing Page Icons
...more information on working with Tasks. Info See Design Tools and functionality to find out more information about using the designer for your Emails. MISSING SECTION REF SENDER NAME AND...
Rows (Columns)
...the drop-down menu to ‘Empty’ and dragging your chosen template over to the design space. You can edit columns by clicking on the row and viewing Row Properties. Here you...
Using the Adobe Sign Integration
...find out how to add the section to the screen design. There is also main list called eSign Documents that you can add to a menu or favourites. Close modal...
Product News
...including enhancements to the Action Centre – Recent Events, email tracking privacy setting, additions to the Quote List Designer, Webinar schedule and more. September 2022 Introducing Modern Authentication (OAuth 2.0)...
Creating Accounts & Contacts
...check for any duplicate records. Tip Tip: Fields which are highlighted in red are mandatory so they must be completed. Mandatory fields are configured in the Screen Design Settings area....
Categorise Your Data
Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...
