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Articles tagged "The Basics" returned 386 results.
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Configuring the Generic Phone Integration
...through the storefront. Open the Settings menu Click on Integrations The integrations store front will load Find and click on Generic Phone Click the Install button Follow the on-screen install...
Role Management
...you like to a Contact, including combinations of the two. Please note the roles assigned to the Contact need to match with the roles assigned to the Pages and/or Sub-lists...
Preparing your data
The key to a successful data import is the preparation of your data. Following these steps will help ensure there are fewer errors in the files which are returned to...
Manage Your Day
...glimpse of your activities and appointments that are due and upcoming. From the home page, you can use the icons to complete a variety of actions, including editing the due...
Using your Sage 50 Integration
...Gold-Vision’s single product catalogue but they remain associated with the Sage Company from which they were imported. When quoting, the user will select the Sage 50 Company to which the...
Using your Sage 200 integration
...triggers when the customer field is set to customer 1 or customer 2. Close modal Once the change is saved, the integration will push the account through to SAGE. The...
Setting up a service account for Office 365 & Exchange
...Exchange server as an AdministratorOpen the Exchange Management Shell from the Start menu Log on to the Exchange server as an Administrator Open the Exchange Management Shell from the Start...
User Mail Tracking Setup with Basic Authentication
...modal On the Mail Tracking Settings window enter the following details: Type Enter the type of mailbox (click the mailbox type below for the remaining options which differ depending on...
Portal View – Examples
...drag an attachment on the note. Click on the Submit button. Info Please Note – you may need to add the Correspondence section to view the note and add the...
Building your Template
...on the row option on the righthand side of the designer, and change the dropdown to Saved Rows. Here you will see a library of your saved rows which are...
