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Articles tagged "using_contact_sync" returned 319 results.
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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...
How To Use Reference Numbering
...a Quote using {AC:3}-{#QUO} and ticking Add to Summary. Close modal Info If you have ticked Add to Summary, the reference number will be included when sending an email and...
Lead Scoring
...your leads Add to a Lead Nurture Campaign Re-assign to a Sales Person or promote the Lead in to Gold-Vision. Or using Marketing Automation, alert the Lead owner when a...
Updating The List Design
...Options Use the Manage Options section, within the Actions menu, to set which fields you would like hidden and visible within the drop down list. Close modal Default View Using...
User Language Labels
...your Label import has completed. Tip Tip: This option can also be used to change individual labels. Using Google Translate Open the downloaded CSV and cut and paste the LANGUAGE...
User Roles
...in Drop Downs within the Settings area, under Member Roles. Close modal Within an Account record, using Add Members within the Actions menu, you can select a role and a...
How Do I Export Data?
...adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views...
Alert Trace
...of trace data stored in the database. Tip Tip: It can be useful to create a test record in your system to test if alerts fire rather than using live...
