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Articles tagged "filter" returned 71 results.
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Import Contacts from Office 365 into Gold-Vision
...Contacts to select or view. Close modal You can also use the General Search to filter your data for Import Contacts Close modal All Contacts The All contacts view is...
Brand
When creating Campaigns, Emails or Landing pages you have the option to assign that element to a particular Brand. The Brand filter option will be displayed in the Filter options...
Create Dashboards or Menus for your team
...from your Product Sales List, Forecast list, Quotes and Opportunity Lists Create Product Sales Dashboards From the Product Sales list filter the list as required, click Views and Reports...
Categorise Your Data
...to select multiple Categories to filter on from a list. Close modal Tip Tip: Category filtering can be particularly useful when building campaign lists when you are trying to segment...
Easy Navigation Tips
...more information about short codes. You can also share a Filtered List with your team. To do this open a list, apply the filters required then copy and paste the...
Using The Flows View
...the criteria of your view click to change using the Setup button. Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be...
Creating A Count
...to Home Page Dashboards. Close modal Click on the 3 dots to pin to a Homepage Tip Tip: Widgets created from filtered lists will retain their filters when pinned to...
User Defined Reporting
...any List. Create & Run a Defined Report When in a List View, you have the option to use search and filtering functionality to drill down to the data required....
Data Import Tips
...and retry the import Viewing the data in Gold-Vision To manage and view your imported Data into Gold-Vision use the Import Source field to filter on. You can bulk replace...
Using Google Mapping
...than approximately 100 of them and groups them together when there are more, for performance and ease of use. Close modal Radius Filtering To show all records within a certain...
