Search Results
Articles tagged "configure" returned 98 results.
Page 3 of 10
Creating A Lead
...your lead Tip Tip: If you want to configure the fields available this can be amended by your Gold-Vision Administrator in the Settings area – Configure Leads. Each lead screen...
Configuring the Eventbrite Integration
...created using the information from the Eventbrite order form, as configured in the Mappings area – for example mapping Company name to the Account Name. An Attendee record will then...
Portal View – Examples
...to configure this please visit the configure Activity or Account portal pages. For example: If you have chosen Contacts the contact names and fields will be displayed. If you have...
Configuring the Adobe Sign Integration
...you will be able to configure the integration from the Manage menu: Close modal Close modal After you have clicked Configure, you will be able to tick the Enable box,...
Correspondence
...system Administrators have to configure the screen design to add the Correspondence section to the screen. For more information on how to configure this visit Changing the Screen Design page...
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...
Creating a Project
...Type This is user defined drop field which can be configured by administrator users in the Screen Design. Here you can define what types of projects you are running as...
Screen Designer
Configuring Fields Fields can be configured to suit your business requirements. This includes: Selecting mandatory fields Deciding which fields should be used for de-duplicating Setting field visibility rules Determining Sensitive/Personal...
How To Use Reference Numbering
You can configure automatic reference numbers for items within Gold-Vision via Reference Number Settings within the Settings area. Each item type supports an independent ‘expression’, made up of tags, that...
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...
