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Articles tagged "menu" returned 124 results.
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Easy Navigation Tips
Viewing Lists To view the list of items from your Gold-Vision use the icon to View lists. Close modal Tip Tip: You can create your own menus. Click on the...
Configuring the Adobe Sign Integration
Install & Configuration Go to Integrations Storefront next to the Action Menu on the top right-hand side of your screen saver. Close modal From the integrations list select Adobe Sign...
Assigning Leads
...Select the Action Menu and choose to Assign Leads. You will be presented with an option on Lead Assignment, available in the view menu: Close modal Once this is completed...
Creating Activities & Reminders
...to record tasks that relate to a specific Contact, Opportunity, Project, or Campaign. Create Activities from New Menu Go to New Menu than select the type of activity you want...
Creating & Using Notes
...to the notice board area. You can find this under the view menu and stores all notes in one area. Show on Portal – This will only be valid if...
Managing Activities
The Activity main menu enables users to perform different actions to the Activity record Close modal Edit Activities Close modal Close modal The information to update data such as...
Linking Purchased Time
...see a Log Time / Unit button at the top right. Close modal Log Time From the Gold-Vision record Actions Menu Open the record required click on the Actions Menu...
Linking Purchased Units
...will see a Log Time / Unit button at the top right. Close modal Log Unit From the Actions Menu Open the record required click on the Actions Menu and...
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...
Using SharePoint Online Integration
...to open the folder Select Add File (under the three dots menu) Select a file to upload and confirm Your file will be uploaded and appear in the documents section...
