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Articles tagged "screen design" returned 187 results.
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Connect Email Design Tool Changes 2023
...design tool. Legacy templates: Templates created in the retiring drag and drop design tool. New drag and drop designer: The new drag and drop designer that will be replacing the...
Configuring the SharePoint Online Integration
...you would like to see and store documents. Open Settings Select Screen Designer Select the item type / screen design to add Document storage to Locate the page you wish...
Gold-Vision 8 Upgrade Planning
...in your version 7. Categories – will be migrated as your version 7. Correspondence – notes and emails. Note – within the screen designer you will need to add the...
Managing Projects
...this please visit Changing The Screen Design Track Emails and Notes Administrator user can screen design the Correspondence section on the Project screen design or the Project Activity screen design...
Critical Fields
...screen design. Changes to the Screen design won’t be able to be saved until the critical fields are designed on, the missing fields will be listed. Close modal Info If...
Configure Secure Fields
...navigate to the screen designer by clicking the gear icon at the top right of the screen. Close modal Select the screen you wish to add the secure field to....
Capture, Manage & Nurture Exhibition Leads
...Area Each Lead list has it’s own Screen Design, you may have a specific design for Exhibitions or simply want to add key fields on the screen for a particular...
What’s New in Gold-Vision 8
...‘simple by design’ ethos extends beyond this with our easy-to-use Screen Design Tool. You control how individual screens should display based on your needs. Close modal You take control You...
Configuring the Adobe Sign Integration
...authentication in the Social authentication list Close modal Screen designing Once authentication has been completed, users need to add the Adobe Sign section to the Gold-Vision items screens where documents...
Configuring DocuSign Integration
...you have logged in with your DocuSign Account you will be able to view the authentication in the Social authentication list Close modal Screen design Once authentication has been completed,...
