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Articles tagged "multi-select" returned 259 results.
Page 14 of 26
Email Merge Fields
...and a subject line for this Email. Tip Both sender and subject line can have multiple options which will be used randomly, which can improve deliverability of your Email....
Create Dashboards or Menus for your team
...select Create New Widget than add it to a New or Existing Home Page Dashboard Close modal Make your Dashboard Public If you would like other users to view your...
Creating & Using Notes
...select this option if you would like the note to always appear at the top of the correspondence list. Sticky notes will appear in chronological order. Send Email/ Broadcast –...
Managing Appointments
...in Gold-Vision Required – tick this box if the attendee is required for the appointment Delete – select the bin icon if you wish to remove an attendee. Close modal...
Web Form Integration
...Endpoint Click to add Pages and select to add Data Endpoints Close modal Close modal Close modal Assign a Lead List Select your lead list which you would like new...
How to Set up the App Password for Google / Gmail Accounts
...From the Google Account, select the account Icon (top right-hand-side) Select Manage your Google Account, then Security, then Signing in to Google section Ensure 2SV is set up and turned...
Importing your data
Data import step by step Once you have prepared your data and downloaded the import tool, click to start a new import: Select the Import Type Select your file. Note:...
Setup GDPR In Gold Vision
...Privacy Rule. Close modal The rule types available are: Close modal Account Rule This allows you to apply a purpose to Contacts based on the account type (relationship). Select the...
Outlook Plugin Troubleshooting
...plugins and prevent them from loading. Follow the steps below to check and enable. Open Outlook Select “File” from the ribbon Ensure the “Info” tab is select from the dialog...
Install QuickBooks Online integration
...the integrations, list select QuickBooks Online and then click Install Close modal Select Continue to install Close modal Social Authentication with QuickBooks Online Go to the Manage tab in the...
