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Articles tagged "screen design" returned 187 results.
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Rows (Columns)
...the drop-down menu to ‘Empty’ and dragging your chosen template over to the design space. You can edit columns by clicking on the row and viewing Row Properties. Here you...
Using the Xero Integration
...you will initially have a blank screen. You will need to type in either a product code or product description to return any results: Close modal Once you have added...
Teams & security for Sales
...owner of the opportunity has access Close modal Info Note: The field called Security might need to be added to your Opportunity screen – see our Settings to find out...
Create Dashboards or Menus for your team
...any item. Close modal Enter a name for your list and select either an Existing Menu or create a New menu from this screen. Close modal For more information on...
Managing Quote Products
...Close modal Update product details on the same screen by selecting the product line item, make the relevant changes then click Save Close modal Tip Tip: If a product is...
Standardise documentation
Create Proposal documents Create personalised proposals to send out to your customers By clicking on the Template Icon, the Generate Document Screen will appear. Here you will be able to...
Report, Calendar, Map and Flows view
...selects a highlight option the screen will refresh and the items on the calendar will be highlighted according to the selected option value. Report View Create and view widgets...
Managing Activities
...set up for an Activity is then visible from this Activity screen under the Correspondence section. Click here to find out more about Creating & Using Notes. Close modal...
Using Touch Points
Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...
Web Form Integration Overview
...visits our website and clicks on our ‘Request a Demo’ option, which provides them with the following screen. Close modal The customer fills out their information and presses submit, which...
