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Articles tagged "The Basics" returned 386 results.
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Logs & Log Settings
Logs Gold-Vision records logs for different areas of the system. These can be accessed within Logs in the Settings area. You can view a Log by selecting the record. The...
Settings, View & Publish
...can amend the Space name. Description – you can amend the Space Description Access – make the space visible to the contacts associated with the roles. Click on the Save...
Using Word Mail Merge
...the recipients or you can create a quick campaign and, from the stage, export the valid recipients. Creating a Quick Campaign Filter your contacts, create a quick campaign. Open the...
Web Form Integration
...web form integration to capture this data automatically into Gold-Vision. There are options for capturing this data. Lead Management is the best method to capture these leads as typically this...
Viewing Data Sources
Data sources can be reviewed in card view in the Data Sources list from the view menu: Close modal There are search options at the top right-hand side so you...
Filtering Sublists
...same method, select the + symbol to the right handside of the list and add your preferred column. Close modal If you cannot see the column you wish to add,...
Brand Style
...by typing the new colour group name into the Assign to Group box: A ‘Manage Colour Groups’ option appears as an icon appears at the top of the Colours screen....
Gallery
...to the gallery system can be accessed through normal document storage by navigating the folder tree accordingly. View items in Gallery Users can download the files from the gallery...
HTML templates
How to open the HTML template editor For those who would rather use the HTML editor to create templates, simply click + New and then HTML Editor. This will then...
Note Alerts
...could be used can be to notify the owners of the activities that there have been updates to. Like other alerts, the owners can be notified via an email that...
