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Articles tagged "Settings" returned 172 results.
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Configuring DocuSign Integration
...to Authenticate with the DocuSign account, from the Settings menu navigate to Social Authentication. Close modal You will need your DocuSign Username and Password for this step Close modal Once...
Using DocuSign Integration
...name in account settings What happens next Adobe sign will send the document and when it’s signed, this updates the eSign section on your item INSERT SCREENSHOT Submitted Sent to...
Managing your Exchequer Integration
Once you have your integration in place you can manage the integration as follows: Edit Mappings You can manage field mappings between Gold-Vision and Exchequer from settings and Integration Mappings...
Using LiveChat Integration
...in Settings. Close modal Transcript of the chat When the visitor ends the Chat the transcript of the Chat is automatically saved against the Contact and the Account in Gold-Vision....
Import Contacts from Office 365 into Gold-Vision
...authentication if required, you will be taken the ‘Import Contacts’ screen which will display the below: Import Contacts will be available from the Settings area. Close modal You will be...
Microsoft SharePoint Online Integration Overview
...clunky permissions settings and remembering multiple sign-ins. Instead, simply set up your team rules in SharePoint so that only the right people have access to the right information and use...
Event Reporting
...select to Create a Chart. Close modal The settings used to create the Column Chart are as follows. The example below also uses a Gauge Chart Close modal Close modal...
Add Products To An Event, Session Or Booking
...will be applied to bookings on these sessions only. Tip You will need to ensure your Products have been setup in the Settings – Products area by your Gold-Vision Administrator....
Create Event Sessions
...as shown below. Close modal Tip Please ask your Gold-Vision Administrator to add any of the above fields if they are not visible using the Screen Design area in Settings....
Portal Overview
...on your system. Step by step process Install the Portal Portal Management Configure Account or Activity Pages Style your Portal Configure Portal Settings Enable Portal Access Configure Portal Role Management...
