Search Results
Articles tagged "multi-select" returned 259 results.
Page 11 of 26
Automated Connect campaign
...within the design tool you can select another template to copy if required Then, preview your mail shot as normal and run the Spam Check. Select the Send tab and...
Managing Projects
...follow up actions. Activities can be created manually or workflows can be setup. To create a new Project Activity click the Plus Icon against your Project and select Project Activity:...
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...
Configuring Loqate Address Lookup
...for Address Lookup The first step is to turn address lookup on and select Loqate for the chosen system. Open the Settings menu Select Geo Settings Select Loquate Capture Interactive...
Using SharePoint Online Integration
...to open the folder Select Add File (under the three dots menu) Select a file to upload and confirm Your file will be uploaded and appear in the documents section...
Configure Dynamics NAV Integration
...Dynamics NAV From the integrations list select Microsoft Dynamics NAV, and then Manage Select configure to amend your integration Close modal Close modal This page allows you to amend the...
Enabling 365 Contact Synchronisation
...You will also need to update the User record. Select Settings > Users > select your user update ‘other options’ the ‘Sync Contacts’ box will need to be ticked. Close...
Enable Portal Access
...the Screen Designer: Go to Settings open Screen Designer and select Contact. Close modal Click the Ellipsis Icon select Add Page, add a page name and click on OK. Close...
Mail Tracking Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type IMAP Set the ‘Type’ to IMAP v2....
Design Tools and Functionality
Design Preview Options Across the top of the editor you have access to some preview options including: Show Mobile – Select to toggle your design as it will be shown...
