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Articles tagged "single-sign-on" returned 178 results.
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How to create a drag & drop template
...the same steps as previous. Select + New from the template library, then Drag & Drop. When the design tool has loaded, click on ‘Click here to copy another design’....
Capture, Manage & Nurture Exhibition Leads
...exhibition. You will need to be a Gold-Vision Administrator to update the screen Design. Updating Settings and Screen Design 3. Capture Leads On Any Device At The Exhibition Use Gold-Vision...
Updates
...design which has highlight rules on the field. Pages can now be re-ordered in the Screen Designer using drag and drop on the Reorder pages option. Additional fields added to...
Emails Overview
...option allows you to immediately send or schedule an Email without Marketing Automation. The Automated Email option is used for Marketing Automation, such as when a contact is added to...
Configuring the SharePoint Online Integration
...the Integration Document Storage Sections Test the Integration Enable SharePoint Online Integration The first step is to install and enable the Sharepoint Online integration through the storefront. Open the Settings...
Role Management
...to quickly assign multi-level access to a Contact rather than having to assign each individual role to those users. You are able to assign as many roles and groups as...
Email Design
Click on the Design button to build your Email content. Click Browse designs. Close modal Choose from your previously created Brand Templates, copy the content from an earlier Email or...
How to send an email with Connect
...email. Click the grid icon in the top right corner of your screen on Gold-Vision, and select Connect. Close modal Tip Email whitelisting is an important process to improve email...
How to use the legacy drag & drop design tool
Warning The legacy drag & drop design tool is retiring on 31st July 2023. For more information on these changes, and how to prepare, please visit this page. If you...
Updating The List Design
Updating the List Design As an Administrator you can add or remove columns from a list as well as select the default layout. Available in the Settings area, select List...
