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Articles tagged "options" returned 115 results.
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Enabling 365 Contact Synchronisation
...feature. To gain access to Contact Sync, update User Access Options for your team within the Admin Settings. Close modal Make sure Contact Sync is set to ‘Access’. Close modal...
Configure Account Page
...with the fields in Gold-Vision Account. When complete click the Save button. Info Please Note – where a list of options is available you can choose to hide selected options....
Dashboard Team & User Access
When editing a Dashboard you can change the Name and set Share options. Share options allow you to specifically restrict or allow which teams or users can view or edit...
General Navigation
Filters and Searching Options Folders and Tags Folders can be added to Campaigns, Emails and Landing Pages to organise and easily find items. Info You only have the option...
Landing Page Forms
...a form content block onto your design and then you can amend the fields as required. Close modal Click Edit to display the Edit options. Close modal Here you can...
Building your Template
...such as colours, alignment, spacing and padding. Simply click on the block you want to amend within your design and the relevant options will appear. Close modal If you want...
Using Appointments to manage diaries
...Allows users to see all Sales Appointments by type Close modal Info Appointment Type options can be changed in the Settings area. Set Appointment Outcomes Create reports to measure the...
Mobile Device Access
...and controls. The data and options available will match those that are available on the desktop site. Simply access Gold-Vision using a web browser on your chosen mobile device at...
Configuring Time
...tick Time Setting options to display Time and/ or Units Data. The Visibility allows you to select who can view this section. Close modal Once the Section has been added...
User Defined Reporting
...Fields, Filters & Sort options. Close modal When you Save your report, you will be given the option to Run, Export Data, Copy or Delete. Info Choosing Run will create...
