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Articles tagged "user" returned 230 results.
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Correspondence
...list view and users can click on each item to view the details Close modal Filtering Correspondence items To quickly find specific notes or emails users can filter the correspondence...
Creating A Document
...to the document and save it. Close modal Tip Tip: Documents generated on a Contact record will save in the Documents section of the Account. Download If the user chooses...
Edit Account and Contact Addresses
Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...
Gallery
...to the gallery system can be accessed through normal document storage by navigating the folder tree accordingly. View items in Gallery Users can download the files from the gallery...
List Stats
Allow users to quickly generate numeric statistics from almost any list They are most useful for quickly totalling numeric columns or discovering the spread of records within a list by...
Mail Tracking
...Link: link the email to an item in Gold-Vision. Manually add an Email to Gold-Vision Using Outlook Plug in users can manually add emails to Gold-Vision Items. Details...
Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...
Configuring Time
To configure Time, Administrator users will have to define the working day hours in the Settings area and Screen Design the Time section onto the required Gold-Vision Records This video...
Introduction to Time
A feature which can be used for recording time against Gold-Vision records, useful for monitoring productivity of users when they are managing tasks. Where can I use Time? Time recordings...
Creating A Chart
...Type and select an X and Y Axis. Giving it a descriptive name is helpful. Close modal Tip If you select the option Make available for other users to add,...
