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Articles tagged "change" returned 113 results.
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Configure Alerts Introduction
...If however, one of the criteria fields changes away from the “true” condition, then changes back at a later date, the alert will fire again. This section of the help...
Logs & Log Settings
...covering interactions with Exchange/Google for calendar synchronisation, plus geo-coding services. Logging Settings These settings will usually be changed under the specific direction of Gold-Vision support. Close modal Enabling Warning or...
Manage Event Bookings
...and selecting to Add. Amend Attendee Details You can amend the Attendee details at any time whilst the Booking is still open to make changes. Use the icons against the...
Role Management
...Group in order for the access or edit functionality to be enabled. Remember to save your changes and publish the portal before continuing. Assign a Role to a Sub-list The...
How to create a drag & drop template
If you have chosen to create a new mail shot template from scratch, or just want to make changes to an existing template, the Connect Drag & Drop editor makes...
Building your Template
...to the design space. You can edit columns by clicking on the row and viewing Row Properties. Here you can change column size, background colour, padding and boarders. Close modal...
Modern Authentication Overview
...in October 2022, which means that companies need to complete changes to Modern Authentication if they haven’t done so already. Note via Microsoft: “On September 1, 2022, we announced...
Using the Xero Integration
...invoice in Xero and click save when completed. For the changes to be pushed back to Gold-Vision click ‘run single import’ Close modal To view the changes in Gold-Vision, you...
Managing Quotes
...prices have been changed, use this option to rest to default values. Reset Product Tax If the product tax has been changed, use this option to rest to default values....
Using Appointments to manage diaries
...Allows users to see all Sales Appointments by type Close modal Info Appointment Type options can be changed in the Settings area. Set Appointment Outcomes Create reports to measure the...
