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Articles tagged "Settings" returned 172 results.
Page 14 of 18
Filtering Sublists
...Sublist Columns. Adding Filters to your Sublist Filters can be added to a Sublist by configuring the list in the Screen Designer. This can be accessed by hitting settings and...
Updating The List Design
Updating the List Design As an Administrator you can add or remove columns from a list as well as select the default layout. Available in the Settings area, select List...
User Access Options
...Tip Tip: Access to Gold-Vision item types, for example; Opportunities, Projects, Reports, etc., can be restricted by Primary Team in User Access Options within the Settings area. Close modal No...
User Language Labels
Gold-Vision can be used in languages other than English. Adding a New Language in Gold-Vision In the User Language Labels area of the Settings area you can import labels for...
Using Standard Paragraphs in Advanced Mode
...Settings search for Standard Paragraphs, click new, enter name, the text Close modal Once created the paragraph can be added to the screen design. Select the field → Configure Close...
How Can I Restrict Access?
...be set. Close modal Info Section Settings can be set in the Screen Designer area. You need to be an Admin to complete this task. Field Level Security Most field...
Import TPS (Telephone Preference Service ) Data
...included in on the TPS list ensure this is a text file and only includes one column with the phone numbers. Go to Settings and under Data Management click on...
Advise the customer that their subscription is due
For example – automatically send an email when a renewal date is less than one month away. Step 1 Create an email template. Settings > Email template > New Enter...
Alert Trace
The Alert Trace is designed to assist you in diagnosing why certain alerts are not firing as expected. Alert Trace is available in the Settings area. Close modal By selecting...
Automatic Email to confirm a call has been logged
Close modal Step 1 Create an email template. Settings > Email template > New Enter a name and a description. Select the object the date is associated with eg Contact/Profile...
