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Articles tagged "multi-select" returned 259 results.
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Amending Drop Options
...modal Close modal Tip Tip: You can also use Additional Multi-Select to create a multi-category field. Configure Parent Drop A drop down can have a parent and child relationship, for...
Using your Sage 50 Integration
...are multi-company compatible. This means a single instance of Gold-Vision can integrate with multiple Sage 50 companies/datasets. For example, a single Gold-Vision account can exist in multiple Sage 50 companies....
Gold-Vision 8 Upgrade Planning
...Administrator to complete this task. Configure Your Screens Close modal Manage Options Close modal Select an icon, select tile colour, enable avatars (for Users), include in Global Search. Select an...
Configuring Modern Authentication for Office 365
...this organizational directory only’ as the supported account types. 10. Against the new registration select ‘API Permissions’ Close modal 11. Select ‘Add a permission’. Select ‘APIs my organisation uses’ Select...
Creating a Quote
Users can setup one or more quotes within an Opportunity. Gold-Vision Quotes are full multi-currency, and are consolidated at the Opportunity in base currency. Create a Quote From the Opportunity...
Configure Account Page
...user roles selected. Create Roles – allows contacts with the user role selected to create new roles. Click the Continue button to save or click the Configure Columns tab to...
Data Bridge
...that only the data you require is imported into Gold-Vision. Close modal Multiple data sources to multiple Gold-Vision objects Data can come from multiple sources at the same time. The...
Integrations Pricing
...Portal Space with Account & Activity Pages £395 Portal Subscription – Single Account Access – Additional Logins Pack of up to 100 additional Contacts/ Logins £100 Portal Multi Account Access...
Data bridge import
...that only the data you require is imported into Gold-Vision. Close modal Multiple data sources to multiple Gold-Vision objects Data can come from multiple sources at the same time. The...
Using DocuSign 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 Next you will...
