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Articles tagged "single-sign-on" returned 178 results.
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Managing Appointments
...on your default calendar and synchronisation setup. The appointment will appear in Outlook / Google once synchronised. Click here to find out more on how to setup Calendar Synchronisation. ...
Using Contact records
...the email from within Gold-Vision: Close modal Make Contact Dormant Contacts can be made dormant by clicking the Dormant option in the Action Menu. This action will hide the record...
Screen Designer
...that specific areas will only show when certain fields are set to specific requirements, for example: Sales Info Section will only show when the Account Type is set to Customer....
Configure Secure Fields
The Secure Field option in Gold-Vision is provided to add a layer of security to the information held in the field. The information entered in this type of field is...
Enable Portal Access
...modal Click on New Section and scroll down to select Add Gold-Vision Portal Section. Close modal Close modal Rename as required and click Save. Now you are ready to setup...
Homepage
...Start course Close modal Gold-Vision Marketing Look out for our Gold-Vision Marketing course coming soon! Close modal Reporting & Dashboards Look out for our Reporting & Dashboards course coming soon!...
Microsoft SharePoint
...at quam tortor. Nam nec mi non lorem consequat eleifend. Pellentesque consequat tincidunt dui ut semper. Duis est velit, malesuada non diam ac, iaculis vehicula lorem. Donec condimentum quam nec...
Creating Accounts & Contacts
...Gold-Vision will complete a Validation Check for any duplicate records based on validation settings and will warn the user if a duplicate occurs. Completing the Primary Contact Record If the...
Creating Activities & Reminders
...from dropdown menu – if not entered will default to “Not Started.” Due Reminder – will create an Alert for the Activity owner which will appear on their Action Centre...
Address Lookup
...cost of missed deliveries, and maximise conversions by integrating Loqate’s easy-to-use international address validation service with Gold-Vision. Address look-ups can be set-up as an automated link from your Gold-Vision which...
