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Articles tagged "delete" returned 48 results.
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Viewing Data Sources
...Or use the Settings icon to rename, re-order or delete folders: Close modal Use the three dots at the top right of any Data Source card: Close modal From here...
Managing Quotes
...a Quote Select delete if you would like to delete the quote from the opportunity. Email from a Quote Use this option if you would like to email the Quote...
Managing Appointments
...Actions Close modal Re-Assign an Appointment to another Account – when in Edit mode change the Account. Delete an Appointment this will delete the Appointment from Gold-Vision and from your...
Manage Dashboards
...Click Duplicate the duplicated Dashboard will display on your Dashboard as CLONED Remove Removes the Dashboard from your screen. Delete To delete the Dashboard for all users who have it....
Using Privacy Actions in Gold Vision GDPR
...is no compelling reason for its continued processing. Again, such requests can be logged either for a Lead or a Contact. Once logged, the Data Administrator can erase (permanently delete)...
Configuring the Eventbrite Integration
...Order When an order is cancelled in Eventbrite, this can have one of two effects in Gold-Vision: Delete Booking The corresponding Booking in Gold-Vision is deleted. There will be no...
Updates
...Designer now only show users from the user list and not deleted users. It is now possible to add more than 2000 drop options to a drop down field in...
Dashboard Team & User Access
...will give that team or user permission to edit your original dashboard. Delete – Click the bin icon to delete a Team or User from having access to your Dashboard....
Editing Tasks
...Unlink Unlink – (only available if linked) where you will be asked to confirm the Unlink action. Close modal Delete Click to Delete a Task where you will be asked...
Team Management
...use the Actions menu to delete a user from the team. Tip A user record within the team will just show you a summary of that user. To edit all...
