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Articles tagged "parent" returned 16 results.
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Using Account records
...select multiple items from a list to link. For instance you may have multiple Group Companies that you would like to Link to a Parent Account. Close modal Info Links...
Critical Fields
What is a critical field? A field that if not on screen does not allow proper function of the item (Eg, summary fields, parent fields). Close modal FAQ How do...
Configure Alerts Introduction
...type of Alert required to proceed. Add Condition Conditions – what causes the alert to fire: Close modal Parent Condition Close modal Add the Action Add Action – what will...
On Save Alert
...Close modal Action Add Parent Condition Always include a create or update condition Tip Tip: Reminder alerts can be set up to show a renewal date is...
Linking Items
...on a list to select multiple items from a list to link. For instance you may have multiple Group Companies that you would like to Link to a Parent Account....
Using your Sage 200 integration
...by creating a pie chart split by the Sage ID of your customers Sage Transactions and Transaction lines are available within Gold-Vision from the parent account or can be viewed...
