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Articles tagged "menu" returned 124 results.
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Manage Your Day
...Close modal Creating custom menus Before you click off that filtered list you’ve just worked so hard to create, you can pin it to a menu, saving you having to...
Getting Started
...shared dashboards listed alongside your home page. Close modal Menus Once you’ve caught up, use the menus to the left of your screen to either create new items or view...
Configuring the SharePoint Online Integration
...menu Click on Integrations The integrations store front will load Find and click on Sharepoint Online Click the Install button Follow the on-screen install instructions until install is complete Next...
Manage Dashboards
...dashboard on your personal Home Page. Close modal Menu Options Click the Ellipsis Icon to view menu options. Close modal Edit Click Edit to access the Edit Dashboard Options....
How to create a drag & drop template
...this nice and simple. Creating and copying templates To create a new blank template, select Template from the menu options in the upper righthand corner. From the template library view,...
Using the Xero Integration
...can access the Xero Transaction History from the Xero Transaction History Menu: Go to Xero Menu and select Xero Transaction History: Close modal Close modal Users can access Transaction History...
Creating A Lead
...your Gold-Vision Administrator for access. Create a Lead from New Item menu You can create a new lead by selecting Lead from within the New Item menu. Close modal You...
Portal Management
...find out more about Web Forms please visit Web Form Integration Add a Menu Page Close modal Click on the Plus icon. Close modal The type of Menu Page will...
Configuring Modern Authentication for Office 365
...the left-hand menu and select the Admin section. Close modal 4. Select ‘Show All’ from the left-hand menu. Then under ‘Admin Centers’ select ‘Azure Active Directory’ Close modal 5....
Add Widgets to a Home Page Dashboard
...created from lists can also be added to Home Pages from the Actions menu. Close modal Info You can create a New Menu directly from the Pin To Menu option....
