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Articles tagged "count" returned 195 results.
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Bulk Document Production
...the “Create Individual Documents” option your documents will be visible against the Account Documents Folder. Info When selecting “Create Merged Document” as an output option the document will be stored...
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...
Creating Appointments
Create a New Appointment Appointments can be created from the New Menu or from the Plus Menu against Account, Contact, Activity, Opportunity and Project records: Close modal Or users can...
List Stats
...a drop down value (for example ‘Account Type’). View Stats To use the List Statistics Tool click the 3 dots next to the column heading and then click View Stats....
Using Bulk Replace
Sometimes you might need to update a list of records with the same information, for example, change Account Manager from one user to another user. You can use Bulk Replace...
Using Sites
...a different Site: Info Other than for Account and Contact Records Administrators will have to add the Site field on the screen design of the required item. To find out...
Campaign Introduction
...phone call, a click on an email or website link, a new sales opportunity or even simple changes to the record itself. Follow-up activities can also be created for account...
Connect reporting
...the creation of an activity for each recipient. This activity would then have the recipient’s account manager set as the Activity Owner and a due date applied to the activity...
Email marketing introduction
...be able to use the features of Connect you first need to be set up as a Connect user. Please get in touch with your account manager to find out...
Letter Campaigns
...Letter Campaigns and create templates you will need to have access to the templates folder. We suggest the following: Search for the “Gold-Vision” account and open the record, go to...
