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Articles tagged "details" returned 88 results.
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How Can I Use Profiles?
Profiles are records which can be used for multiple purposes. Common uses include contractual data, product specifications, membership and warranty details. Note Profiles are fully configurable and can be renamed...
Create An Event
Close modal Create An Event Use the New Item menu to create a new Event. Complete the relevant fields and save. Close modal Event Details There are some fields which...
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...
Portal Overview
...Umbraco CMS, allowing for styling to match your business needs. Use our details below to decide which Portal page would work for you. You can also combine both. Account Page...
Portal Management
...preferences. Sites – an area where users can view, update and add new site details for example Delivery or Billing addresses. Profiles – are ideal for managing licensees, warranty details,...
Configure Activity Page
...filter button. Activities will then be displayed on the Portal based on your filter e.g. activities created in the last month Close modal Details Page On the Details page you...
Enable Portal Access
Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in...
Creating Activities & Reminders
Activities can be used to store details on past or future actions related to Accounts such as arranging meetings, making phone calls or recording issues. Also these can be used...
Creating & Editing Sites
...to the Contact record click on the Plus icon and select Site: Close modal Sites Details Mandatory Fields can be set within the Screen Design, as standard each Site has...
Edit Account and Contact Addresses
Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...
