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Articles tagged "The Basics" returned 386 results.
Page 14 of 39
Create a Lead List
...from the New Menu Close modal Or from the View Menu go to Lead Lists and then use the New icon. Close modal You will have the option to use...
Loqate Address Lookup Integration Overview
...address fields – Loqate’s Address Capture feature saves you valuable time. Once you have chosen the correct address for the dropdown options, Loqate will do the rest of the job...
Configure Xero integration
Administrators can update the integration module, edit the field mappings and trigger alerts, also set up the batched modules: Real-time Modules Close modal Edit Mappings Click Edit Mappings then choose...
Bulk Document Production
...the required recipients then click Template : Close modal 2. Select the required Template. Click here to find out how to Setup Templates and Templates Tags. 3. Select the Save...
Importing your data
...We recommend importing a small number of sample rows (and check the results) before you embark on a new, large import. When doing this, save the import definition – then...
Add Widgets to a Home Page Dashboard
...chart, list, table or count If you are creating a chart you can then select the chart type Select the X and Y axis Enter to name to describe the...
Microsoft SharePoint Online Integration Overview
...with this integration eliminates the likelihood that your teammates may save documents to their local machine and then forget about them. Plus, gone are the days of messing around with...
Create An Event
Close modal Create An Event Use the New Item menu to create a new Event. Complete the relevant fields and save. Close modal Event Details There are some fields which...
Pin to Home Page & Menu
...user menu they have permission to edit. When the custom item is selected from the menu the new item dialog will be opened with the template field data pre-filled as...
Eventbrite Integration Overview
...Support Team or your Account Manager to enable the integration on your Gold-Vision. To Setup the Eventbrite Integration simply follow the instruction on the Configuring the Eventbrite Integration page. ...
