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Articles tagged "menu" returned 124 results.
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Product Settings
...opportunity, only administrators will be presented with an Open menu option, allowing further editing. The purpose of this is to ensure that historical sales information may be protected – especially...
Using the Eventbrite Integration
Import Events into Gold-Vision Once you are successfully authenticated and integrated with Eventbrite, you can start importing your Eventbrite Events into Gold-Vision. Add the Eventbrite Imports Menu: Close modal Click...
Using your Sage 200 integration
...credit memos, in Gold-Vision. This data can be accessed in two ways, either from the top level View menu, or against individual Accounts Transaction History Import The transaction history import...
Using DocuSign Integration
...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 Two-Factor Authentication DocuSign integration supports...
Configure Dynamics NAV Integration
Configure Dynamics NAV Integration Access the Integrations Storefront Go to Integrations Storefront next to the Action Menu on the top right-hand side of your screen saver. Close modal Select Microsoft...
Using LiveChat Integration
...to view the full transcript of the Chat Close modal LiveChat with Leads Viewing Transcripts From the View menu, select Search Email and filter by Correspondence Type Chat Close modal...
Using your Sage 50 Integration
...and credit memos, is pushed in Gold-Vision against Account sections/ pages Data can be accessed in Gold-Vision in two ways, either from the top level View menu, or against individual...
Create An Event
Close modal Create An Event Use the New Item menu to create a new Event. Complete the relevant fields and save. Close modal Event Details There are some fields which...
Create Event Sessions
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
Event Marketing
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
