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Articles tagged "The Basics" returned 386 results.
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Linking Purchased Time
...the items to the Gold-Vision record, e.g. Project, then when users log in their spent time they can choose the product they are linking their time against: Close modal Link...
Linking Purchased Units
...Confirm. This will link the items to the Gold-Vision record, e.g. Project, then when users log in Units they can choose the product they are linking the Unit against: Close...
Configuring the Eventbrite Integration
...Eventbrite Events. Eventbrite Owner The user with the Eventbrite Social Authenticator will be made the owner of the new Gold-Vision Event. Gold-Vision Import User The user who selects the Import...
Configuring the SharePoint Online Integration
...the Integration Document Storage Sections Test the Integration Enable SharePoint Online Integration The first step is to install and enable the Sharepoint Online integration through the storefront. Open the Settings...
Simple Time Management
...the Log Time button then enter the details for the time spent Close modal Log Time for Opportunity Records You can user the Log Time functionality against the Opportunity record...
Viewing & Editing Lists
...against the item Open the list from the left hand side of the screen Scroll between the items on the list Close the item and return to main list Close...
How to create a drag & drop template
...the same steps as previous. Select + New from the template library, then Drag & Drop. When the design tool has loaded, click on ‘Click here to copy another design’....
Using the Adobe Sign Integration
...it’s sent 1. Click the Word icon against the required Gold-Vision item. Close modal 2. Select the document template then choose Output as eSign Document. Close modal 3. Add the...
Using Contact records
...or clicking on the contact’s email address: When clicking the email option users can choose to whom to send the email and add the body of the email then send...
Configuring DocuSign Integration
...modal From the integrations list select DocuSign then click Install button on the far right of the screen. Once you’ve clicked install, you will be brought to the DocuSign configuration...
