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Articles tagged "import-type" returned 187 results.

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Manage Your Day

...including Account Activities, Contact Activities, Project Activities and Opportunity Activities. Then, enter a summary, select a type, set a start and due date with reminders and choose an owner. Once...

Updates

...type on x-axis or series. Widgets created from Activities list now able to be ordered by date period. Opportunity or Quote State for Closed-Lost or Closed-Won now included as a...

Gold-Vision On-Premise Technical Requirements

...Gate DLM automation Microsoft Shared Management Objects 2016 Microsoft System CLR Types 2016 Firewall/Proxy Allowed Addresses For installation and updates and licence registration Gold-Vision requires the following addresses to be...

Configuring Loqate Email Validation

...for validation. Make sure their type is set to Email and there is a tick in the Validatable option. Close modal Similarly, do the same in the Screen Designer for...

Configuring Modern Authentication for Gmail

...key’: Set the key type to ‘p12’ 8. Save the certificate in a secure location and store the secret in a password manager. 9. Navigate back to Service Accounts and...

Mail Tracking Settings for Gmail

Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type IMAP Set the ‘Type’ to IMAP v2....

Mail Tracking Settings for Office 365

2. Select Actions→ Mail Tracking Settings. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type Office 365 4. Set the Authentication method to ‘OAuth’ 5. Select...

Introduction to Gold-Vision Portal

...you to include any type of activity – Account, Contact, Project, or Opportunity. Customers can view, create and update activities as well as viewing and adding notes. This webinar will...

Introduction to Gold-Vision Portal

...you to include any type of activity – Account, Contact, Project, or Opportunity. Customers can view, create and update activities as well as viewing and adding notes. This webinar will...

Introduction to Gold-Vision Portal

...you to include any type of activity – Account, Contact, Project, or Opportunity. Customers can view, create and update activities as well as viewing and adding notes. This webinar will...