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Articles tagged "Settings" returned 172 results.
Page 13 of 18
Creating A Target Chart
...Sales, Leads, Appointments and Activities or Product Group targets. Info Targets can be set in the Settings area. You need to be an Admin to complete this task. Close modal...
How to Set up the App Password for Google / Gmail Accounts
...3rd party app, eg. Gold-VisionCRM then click GENERATE Close modal Copy the app password for use instead of the mailbox password when setting up the Mail Tracking Settings Close modal...
Creating Templates & Template Tags
...Administrator for more information. Template Settings Using this screen the default template document shared path can be specified. The template share can be a UNC network location, local or network...
Advanced Templates
...paste the template tags that are held in the following area in to your template document: settings -> template tags For example, this template text Close modal could be used...
Amending Drop Options
Drop down options can be amended in the User Interface area of the Settings area, either in the Screen Designer or the Drop Downs area. Configure Drop Options Close modal...
Screen Designer
...fields for use with GDPR settings – see ‘Using GDPR in Gold-Vision‘ Configuring drop options for Dropdown fields – See ‘Amending Drop Options‘ and create Highlight Rules Setting Fields Defaults...
Configure your Lead Screens
...data from that list is actioned. Lead Screen Design It is then possible to use the Screen Design facility to customise the layout of the Lead screen. In the Settings...
Custom Date Periods
Custom Date Periods can be set in the Settings area, to match those used by your business, for example: Financial Year or Sales Quarters. Close modal Custom dates will be...
Document Storage
Configure Document Storage Document Storage is available within the Settings > Document Storage Gold-Vision can be configured to automatically save documents created from templates to a pre-defined location. Close modal...
Enabling Highlight Rules
...a date has passed. Setup Highlight Rule From the Settings area open Screen Design. Select any Date or Numeric field and configure the field. Our web clip below takes you...
