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Articles tagged "Design" returned 140 results.
Page 12 of 14
Configure Alerts Introduction
Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions...
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...
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
...previously, you will be able to re-use the Lead Data Definition set up previously. This means that you can save time by avoiding the need to Map fields and re-design...
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
...find out how to add 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...
