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Articles tagged "Name" returned 146 results.
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Mail Tracking Settings for Office 365
...Mail Tracking settings. Close modal The settings are now saved and displayed as follows: Close modal 10.‘Gold-Vision’ was the name of the ‘Application Name’. Note The service account credentials can...
Folders
...campaigns or generic elements. Creating a new record To use Folders when creating a new record you can type the beginning of the name of the pre-existing folder into the...
Configuring DocuSign Integration
...to Authenticate with the DocuSign account, from the Settings menu navigate to Social Authentication. Close modal You will need your DocuSign Username and Password for this step Close modal Once...
Connecting to your ZoomInfo Account
...access your ZoomInfo account. Complete the Settings: Name – Enter a name i.e. ZoomInfo Enabled – Click the toggle box API Base URL – Enter the following URL https://api.zoominfo.com/...
Mail Tracking & Calendar Troubleshooting
...(401) Unauthorized Login Failed Typically this message indicates that a username or password is incorrect within the mail tracking setup. Most mail tracking configurations require a username and password of...
Gold-Vision 8 Upgrade Planning
...icon, select tile colour, enable avatars (for Users), include in Global Search. Tip Select icons and colours to suit your business. Rename Global Label Update is replaced with Rename. Configure...
Enable Portal Access
...the Screen Designer: Go to Settings open Screen Designer and select Contact. Close modal Click the Ellipsis Icon select Add Page, add a page name and click on OK. Close...
Critical Fields
...field(s) back to the screen. Which fields are critical fields in Gold-Vision? All items – Summary (except contact where First Name is a critical field) and Account name Accounts -Primary...
User Configuration
...Users area. Close modal You can then create the new user, the following key fields are required:-. Core info – First name, last name, email address, NT Account, team and...
Using Standard Paragraphs in Advanced Mode
...Settings search for Standard Paragraphs, click new, enter name, the text Close modal Once created the paragraph can be added to the screen design. Select the field → Configure Close...
