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Articles tagged "item-report" returned 188 results.
Page 17 of 19
Configuring Time
...following items – Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity, Project or Project Activity . From Settings go to Screen Designer and select the record where you would like...
Simple Time Management
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Time Section has been added to the screen design – to find out how to...
Screen Designer
...Defaults can be set for ‘Text’, ‘Numeric’ and ‘Checkbox’ fields via Screen Designer. Gold-Vision end users will see these defaults appear in their respective fields when creating a new item....
Document Storage
...Info Note that both the users and Gold-Vision will require permissions to read and write to this location. Auto-Create Sub-Folders Check the box to auto-create subfolders for new items facility...
Filtering Sublists
When viewing Sublist’s against an Object in Gold-Vision you can set default filters. This will allow users to access relevant information quickly against an item as well as adding extra...
Outlook Plugin
...within the Inbox (or other folder) or open the item, then click Add Message to Gold-Vision. Note: We aim to offer customers the best and most stable Outlook integration possible....
User Mail Tracking Setup with Basic Authentication
...or insert a list of folders to scan seperated by a semicolon – Inbox;Sent Items Max Sensitivity This setting determines which emails from your inbox are tracked into Gold-Vision. =...
Alert Trace
...the All option, Gold-Vision will record information on an item/objects save action, which alerts could fire and whether or not they did so. The Status column will return either Conditions...
Automatically creating Project Activities
...an additional action of an alert to send an email to the owner of an activity when its created, will ensure that the colleague is aware of the new item....
Geo Settings
Geo Settings can be viewed and managed within the Settings area. Once Geocoding has been set up, this screen will show the status of Geocoded items. Close modal Info Please...
