Search Results
Articles tagged "screen design" returned 187 results.
Page 11 of 19
Creating Home Page Dashboards
...select Home Page. Click on the Manage Dashboards icon (top Right) of the screen. Close modal The Manage Dashboards screen will be displayed. Close modal Add a Dashboard Template Click...
Manage Dashboards
The Manage Dashboards screen enables you to access additional options to for example Re-Order Hide / Show, Edit, Pin to Menu, Pop Out, Duplicate, Remove and Delete. Re-Order Dashboards On...
Getting Started
...shared dashboards listed alongside your home page. Close modal Menus Once you’ve caught up, use the menus to the left of your screen to either create new items or view...
Role Management
...in the Group and press Continue. From the Role Management screen you’re also able to edit existing Groups and Delete them Close modal Close modal Assign a Role to a...
Configure Activity Page
Once you have installed your Portal, it’s now time to Configure your Activity Page. Activity pages are designed to display data from your Gold-Vision Account records, all types of Activities...
Automated Connect campaign
...Close modal Once created, simply design your mail shot template as normal by either embedding your HTML or creating a new design using the drag and drop editor. Tip From...
HTML templates
...HTML templates that you have previously used in other tools or that your design agency/team have created. From the Template library, select Upload HTML Template option and upload the relevant...
Creating A Lead
...will then need to select the Lead List you would like to create the Lead against and click the Select option at the bottom of your screen. Close modal Enter...
Pin to Home Page & Menu
Home Page Use your Home Page to display frequently used/ viewed Dashboards Click on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Pin...
Using Bulk Replace
...needs to be on the screen. See your Gold-Vision Administrator if the field is not on the screen and they will be able to add it for you. You can...
