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Articles tagged "multi-select" returned 259 results.
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Advise the customer that their subscription is due
...a name and a description. Select the object the date is associated with eg Contact/Profile Enter the Subject line and body of the email You can add information from Gold-Vision...
Automatic Email to confirm a call has been logged
Close modal Step 1 Create an email template. Settings > Email template > New Enter a name and a description. Select the object the date is associated with eg Contact/Profile...
Importing your Leads
...Import Download the Gold-Vision Import tool, and switch to the Lead Imports tab. Close modal Start a new import and select your file (see preparing your Data) Map the fields...
Tax Codes
Tax Codes can be managed in the Settings area. New Tax Codes can be set up by selecting the New Icon. Close modal You can edit Tax Codes that have...
Configure Xero integration
...the underlying references of fields and will rarely be used. Select from the Gold-Vision field you want to push the data from: Close modal Configure Alerts Alerts are created so...
Install the Xero Integration
Install Xero Integration Go to Integrations Storefront and click on Integrations Close modal From the integrations list select Xero and then Manage Close modal Select configure to amend your integration...
Configure Secure Fields
...navigate to the screen designer by clicking the gear icon at the top right of the screen. Close modal Select the screen you wish to add the secure field to....
Using Secure Notes
...read by specific users or teams. Creating A Secure Note To create a secure note, firstly create a new note against the item. Close modal In the note window, select...
Getting Started
...a menu for account management. When you select an item from the view menu you will be presented with a list that can then be filtered based on your needs....
Portal Management
...Close modal Add a Space Title and Description Select the integration (if you have more than one) Access – who do you want to view the space (see below re...
