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Articles tagged "screen design" returned 187 results.

Page 18 of 19

Email Templates For Alerting

Email Templates can be set within the Settings area. Close modal The Email Templates option allows you to design email templates which are used when an alert sends emails. Templates...

Currencies

...be added via the List Designer). Foreign Currency Prices You can view the prices of all products in a particular currency. To do this, select the Currency Name and then...

Using Lead Forensics Data

...list in Gold-Vision is designed to collate data from multiple sources in a single view so that rules, scoring and follow up actions can be created. Links to the Touch...

How to create Touch Point Rules

How to create Touch Point Rules....

How to add sections

Learn how to set-up sales targets and dashboards with Gold-Vision CRM...

How to use Highlight Rules

How to use highlight rules....

Adobe Sign Integration Overview

Close modal   Move from send to signed in record time. Adobe Sign Integration is designed for seamless simplicity, allowing you to automate document workflows within your Gold-Vision instance and...

Administration

User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...

Data Bridge

...Data Bridge has been designed so that it can read specific data from different files and locations, with powerful lookup steps which can read large amounts of data but only...

Settings, View & Publish

Settings You can amend the Portal settings. Close modal To do this click on the Settings option or click the Space Settings button.   Close modal Space Title – you...