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Articles tagged "Name" returned 146 results.
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Updates
...from bar chart created from Product Sales. Users are now able to use US_ID_SUPPORT (Support or Contact Manager) within Contact reports. Parent name now available on widgets that use parent...
Configuring the Eventbrite Integration
...Account. Per Event One Account will be created per Eventbrite Event to hold the unknown Contacts. The name of the Gold-Vision Account will be in the form “Event Name –...
Configure Account Page
...on the Details Page tab. Close modal Default Fields – The Account Name will be displayed by default and you can click the toggle to make the field editable. Additional...
Configuring the Adobe Sign Integration
...Adobe Sign Text Tag Guide has more info about the Adobe tags. Name {{*Name1_es_:fullname}} Position {{*Ttl1_es_:title}} Signature {{*Sig_es_:signer1:signature}} Date {{Dte_es_:signer1:date(dd/mm/yyyy)}} Note – (date when signed is updated automatically) Tip...
Import Contacts from Office 365 into Gold-Vision
...address 1 The following fields must be available for Leads to be imported: First name Last name Email address 1 Company Name You can update the contacts individually by using...
General Navigation
...record To use Folders and Tags when creating a new record you can type the beginning of the name of the pre-existing folder or tag into the appropriate drop down...
Using the Eventbrite Integration
...the Import button to import your Event to Gold-Vision: Close modal Info Clicking on the name of the Event will take you to the web page for your Eventbrite Event....
Configuring Gmail Calendar Synchronisation – Basic Authentication
...Name → Set the Role to Project Owner → Set Key Type to P12 → Click ‘Create Close modal Close modal The .p12 Key will download (Save this somewhere safe)....
Team Management
...name and a description and click Save. Close modal Add Users to a Team Use the Actions menu at the top right hand corner of the screen to add a...
Add Web External Items to Dashboards
...you will be able to select them from the list. Close modal Item Name: Display Name for your item for selecting from your list Item URL: URL of...
