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Articles tagged "Design" returned 138 results.
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Email Templates For Alerting
Email Templates can be set within the Settings area. Close modal The Email Templates option allows you to design email templates which are used when an alert sends emails. Templates...
GDPR Definitions
...the Screen Designer in the Settings area. Subject Access Requests Individuals have the right to access their personal data and supplementary information. The right of access allows individuals to be...
Importing your Leads
...begin. Close modal What Next? Configure the Lead Screen Configure your Lead Screen using the Screen Designer. Lead List Settings From the View menu → Lead Lists → Select the...
Recent Event Settings
...logs. Close modal Info To view recent events you will need to add them to the Screen Designer for an item by adding a Recent Events List Section. Close modal...
Updating an Import
...that you can save time by avoiding the need to Map fields and re-design the Lead Management Screen, and you will just have one lead list. Having an Identical Lead...
Currencies
...be added via the List Designer). Foreign Currency Prices You can view the prices of all products in a particular currency. To do this, select the Currency Name and then...
Products
...added or amended in the Settings – Screen Design area. You may want to capture specific information about your products. Tip Tip: Use the Base Cost field to help you...
Configure Xero integration
...Gold-Vision Account field to be screen designed for this purpose and you will need to enter the field ID in this section : Close modal Managing the Xero Transaction History...
Managing your Sage 200 Integration
The Gold-Vision to Sage 200 integration is designed to run automatically and therefore the integration itself has little administrative overhead. The configuration of Gold-Vision alerts and frequency of jobs processing,...
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...
