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Articles tagged "multi-select" returned 259 results.
Page 24 of 26
Using the Microsoft Dynamics NAV Integration
...part of the integration you can view and select a live feed of products from Dynamics NAV: Close modal Close modal When the sale is confirmed, set the status of...
Using the Exchequer Integration
...configured to capture the information required for a sales order. Your Exchequer products are imported into Gold-Vision for selection against your quote. 1. Create your Gold-Vision Quote 2. Add the...
Managing your Exchequer Integration
...Close modal Select your integration Close modal You can define your field mapping and also the triggers from this page, triggers are created to define the action by which data...
Using LiveChat Integration
...to view the full transcript of the Chat Close modal LiveChat with Leads Viewing Transcripts From the View menu, select Search Email and filter by Correspondence Type Chat Close modal...
Add Products To An Event, Session Or Booking
...the Booking and would only be applied to that specific Booking. Using the New Icon then select Event Booking Product to add a Product for that specific booking only and...
Create Event Sessions
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
Create a Delegate List
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
Manage Your Day
...record select the + icon to see the New Menu and select Activity. If you are on an Account you will see the full list of activities you can create,...
Portal View – Examples
...Add Note button where you can enter the following information: Summary – enter a title of the note. Details – enter a more details. Attachments – You can select or...
Install the Portal
...your Account Manager to activate a Portal subscription. In Gold-Vision go to the Integrations Storefront and click Integrations. From the integrations list select Portal, Forms and Portal > Install >Continue...
