Search Results
Articles tagged "import-type" returned 187 results.
Page 14 of 19
Correspondence
...users can filter the correspondence list using the headers of the section. Type in the Subject field any specific words or filter by date, from/ owner or recipient: Close modal...
Easy Navigation Tips
...using a suffix or individual items using a short-code in the URL. For example, to access the Contacts list – type in con to your Gold-Vision URL: https://mycompany.goldvisioncrm/con If you...
Managing Appointments
...based on Appointment type or Appointments parent record fields Close modal Drag and Drop Appointments By going to the Appointments list and viewing it in Calendar mode, you are able...
Searching and Filtering Lists
...* or % * or % allows items to be searched when only part of the information is known. Example: Type in – *brown or %brown –> list of Contacts...
Using Account records
...type that you would like to link to the Account, select the Relationship then click Add. Close modal Creating Multi-Select Links Use the Select button on a list to...
Using Contact records
...links and relationships between Contact records and other Gold-Vision items can be done by clicking the links icon. Select the item type that you would like to link to the...
Using Sites
...Select the item type that you would like to link to the Site, select the Relationship then click Add: Close modal Using Site Template Tags for Document Production Site address...
How to use the legacy drag & drop design tool
...open up. You will then be able to type your own text, change alignment, set the font etc. Close modal While you are building your template, it you want to...
Overview (web, email, social)
...depending on your needs. There are 4 different types of touch points: Web, Email, Social, and Manual. Web Touch Points Web touch points will show you data captured through B2B...
