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Articles tagged "multi-select" returned 259 results.
Page 20 of 26
Creating & Editing Sites
...to the Contact record click on the Plus icon and select Site: Close modal Sites Details Mandatory Fields can be set within the Screen Design, as standard each Site has...
Creating A Document
...will be able to select a template and either Save to File, Download, Send as Email or Attach to Email: Close modal File Format Choose from Portable Document Format (.pdf)...
Managing Duplicate Data
...an Account or Contact, Gold-Vision can run a duplicate check. Close modal Info Your administrator can configure this in the Screen Designer for Accounts and Contacts, by selecting the fields...
User Defined Reporting
...Close modal Once defined, users can generate a report by selecting Report from within the Actions Icon. Close modal Using the Report Overview Screen you can select the applicable Details,...
Changing The Name Of An Item
...have selected the item that you would like to amend, using the Actions button, select Rename. Close modal Amend the name of your item and provide details as to how...
Default Language
...into Gold-Vision. Close modal User Language Selection In My User Preferences of the Settings area you can select your own preferred language, culture, time zone and default currency. Close modal...
User Configuration
...user. You can view the number of licenses by selecting Settings, Licence Settings. Close modal Configuring User Level You can amend a users user level in Users within the Settings...
User Language Labels
...Gold-Vision in another language. Close modal You will need to specify a new base language to copy all system labels from by selecting + Add Language. Close modal Once the...
Email Send or Schedule
...like the automation to start. You will also be able to select the Schedule options Hourly, Daily, Weekly or Monthly. Then depending on the Schedule option selected the hours, time...
Using the Xero Integration
...can access the Xero Transaction History from the Xero Transaction History Menu: Go to Xero Menu and select Xero Transaction History: Close modal Close modal Users can access Transaction History...
