Search Results

Search Results

Articles tagged "user-defined" returned 242 results.

Page 12 of 25

Configuring Modern Authentication for Office 365

How to set up Modern Authentication for Office 365 Pre-Requisites User must have access to Azure Active Directory with Admin permissions. Under Enterprise Applications in Azure AD, Office 365 Exchange...

Mail Tracking Settings for Office 365

Navigate to Settings→ Users (Administrators)→ select a user from the list. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type Office 365 4. Set the Authentication...

Team Management

...can choose to invite a new User or Select an existing User. Edit/Delete a Team To Edit a team, press the ‘Edit’ button. From here, you will be able to...

Pin to Home Page & Menu

...item template to the user menus as a custom item. Users can enter data against a new item screen but instead of saving it they can pin it to any...

Single Sign On

What is Single Sign On? Gold-Vision 8 makes use of a more secure Single-Sign-On (SSO) system. Gold-Vision SSO includes Two-Factor Authentication providing the following benefits… Helps the user experience. Provides...

How Can I Restrict Access?

There maybe areas of Gold-Vision which don’t need to be viewed by all Gold-Vision users. Screens can be customised per team or based on the item type or status, for...

Calendar Settings for Office 365

Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Office 365 as the type. 4. Input the users...

Teams & security for Sales

...to view these. Public – all users have access Team – only the users in the same team as the owner of the Opportunity have access Private – only the...

Creating A Gauge Chart

...users at a glance whether values are falling within an acceptable value or the outside acceptable value. Users can create Gauge Charts from for all areas in Gold-Vision excluding the...

Creating A Target Chart

...‘Pipeline vs Forecast’. Close modal You can also create user targets based on the local margin value and margin percentage of quotes from the sales and forecasts lists. You can...