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Articles tagged "details" returned 88 results.
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Mail Tracking
...Gold-Vision where no contact exists Email domains are entered on the Account Details screen: Close modal Info More than one email domain can be added for an Account by separating...
Managing Activities
...Create Documents from an Activity Use document templates to send a letter or an email to the Contact for the Activity with pre-defined company details completed by clicking the template...
Using Contact records
...a Contact record In Edit mode change the Account details field to correspond with the new Account record and click Save: Close modal Option 1 Search for an Account that...
Campaign activities
...of your campaign activities in a couple of places. The campaign stage Close modal The main activity list Close modal Clicking on an activity will display all of its details,...
Setting up Products with Time/Unit
...many hours are in a Day see Configuring Time page for more details. Time Entries list has been added to the screen design – to find out how to add...
Outlook Plugin
...may need to specify your logon details (including domain name). The proxy settings allow you to set a proxy address if needed to connect to the Gold-Vision server. If you...
Single Sign On
...complete your authentication. Enable Via App Visit https://uk.gold-vision.me Log in Click My Details Click Two Factor Auth Click Enabled App Scan the bar code using your phone app Enter the...
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...
Using your Sage 200 integration
...in a list for all accounts Close modal You can also view details within the transaction by clicking the transaction number. Close modal Transaction History is imported for all integrated...
Using your Sage 50 Integration
...Invoice” feature in Sage allows a user to quickly enter sales details line by line. This type of transaction is not picked up by the Transaction History module. Instead, the...
