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Articles tagged "options" returned 115 results.
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How to use the legacy drag & drop design tool
...and simple. Creating a Drag & Drop Connect Template When you are in the editor you will see that you have a number of options on the right hand side...
Screen Designer
...fields for use with GDPR settings – see ‘Using GDPR in Gold-Vision‘ Configuring drop options for Dropdown fields – See ‘Amending Drop Options‘ and create Highlight Rules Setting Fields Defaults...
Preparing your data
...Company or Contact records that these names match users in Gold-Vision. Drop Down Options Ensure that the drop down options in your spreadsheet match those in GoldVision otherwise new drop...
What’s New in Gold-Vision 8
...a user interface that is brighter, cleaner, and more visual than ever before. Featuring re-designed menus for intuitive navigation, flexible & powerful list options, a centralised action centre and intelligent...
Creating & Using Notes
Notes can be created against any item within the Account and are used to record important Account related information. Create a Note Close modal Close modal Note Options Stick –...
How to send an email with Connect
...email to be sent from, and if applicable, select the correct domain from the dropdown options. You can then add a name that will be visible to your recipients in...
Linking Purchased Time
...with Products that have Time and the State, Closed – Won. There are 2 options on how to link the purchased Time to the Gold-Vision records: Link Time From the...
Linking Purchased Units
...also need a Quote with Products that have Unit and the State, Closed – Won. There are 2 options on how to link the purchased Units to the Gold-Vision records:...
Standard Reporting
...Depending on your installation, reports can be scheduled for automatic distribution. To have this set up or to discuss the options, contact your Account Manager. Gold-Vision contains a large number...
User Mail Tracking Setup with Basic Authentication
...modal On the Mail Tracking Settings window enter the following details: Type Enter the type of mailbox (click the mailbox type below for the remaining options which differ depending on...
