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Articles tagged "user-defined" returned 242 results.
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Viewing & Reporting-Time / Units
...Time/ Unit Entries List has been screen designed on the Gold-Vision record, users can see in list view all the user entries for that specific record. Close modal 3. Time...
Creating a Project
...Type This is user defined drop field which can be configured by administrator users in the Screen Design. Here you can define what types of projects you are running as...
User Management
...User To edit a user, press the pencil icon. Close modal You will be able to edit their User Type and can enable or disable their status. Disabling the users...
Simple Time Management
...enter additional description details if required User this will automatically default to the User who is logging the time. If the user is logging time on behalf of an other...
Using Contact records
...Contact, select the Relationship then click Add Close modal Info Links relationship options can be predefined by Administrator Users in the Settings area Creating documents from a Contact Document templates...
Dashboard Team & User Access
...or editable either to entire teams or users or just specific users in your company. Info Click for more information about User Teams. Click to Save. You can...
Creating a Quote
...quote is, users can choose from pre-defined drop downs. Use this field for Sales Reporting, click here to find out more. Price List If there are multiple price lists setup...
Account Portal Management
...users and user roles) Click the Save button. Space Designer The Space Designer enables you to setup pages, add styling options and manage your space settings Close modal Click on...
Disabling & Deleting Users
Info Disabling a user removes the user from your enabled licences. To disable a user click on Settings, select Users. Close modal Click to open the user record, select Edit...
Linking Purchased Time
...will automatically default to the User who is logging the time. If the user is logging time on behalf of an other user they can select a different user from...
