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Articles tagged "user-defined" returned 242 results.
Page 11 of 25
Assigning Leads
Assign individual Leads Leads can be assigned from within a Lead record to another user. Click on the Actions menu within a Lead Close modal Click Re-assign Lead Choose a...
Report, Calendar, Map and Flows view
...modal Drill-down Click to view Day/Week/Month/Schedule view. Highlight Users can highlight (categorise) the calendar view by selecting an option from the Highlight drop down from the toolbar. When the user...
Viewing and Uploading Documents
...added by an Administrator user via Screen Design Upload Documents Users can upload documents against Gold-Vision records which can be viewed and downloaded by other users. Go to the documents...
Currencies
...this up, the user can navigate to My User Preferences in the Administration area. Here, the user can set their default currency to any of the of the existing currency...
Configuring the Eventbrite Integration
...Eventbrite Events. Eventbrite Owner The user with the Eventbrite Social Authenticator will be made the owner of the new Gold-Vision Event. Gold-Vision Import User The user who selects the Import...
Configure QuickBooks Online integration
Configure QuickBooks Online integration An Administrator user will need to configure each required module for the integration, the modules available are below: Real-time Modules – which send information from Gold-Vision...
Exchequer Integration Overview
...customer data such as addresses and quote/order information. Reduce user access to Exchequer – If your users can access the information they need within Gold-Vision there is a lesser requirement...
Using Secure Notes
Introduction to Secure notes The Secure Notes feature allows a user to create a note with an additional layer of security. The body of the note is recorded in the...
Loqate Email Validation Integration Overview
...and monitor the results in the Validation Centre. Validation options – Set your own rules for length of validation result and which users or teams can validate emails in Gold-Vision...
Configuring Loqate Email Validation
...the Validation Centre. Validation options – Set your own rules for length of validation result and which users or teams can validate emails in Gold-Vision CRM. Setting up the Loqate...
