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Articles tagged "table" returned 44 results.
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Portal View – Examples
...Edit Fields in the Portal Fields can be set to be editable on the Account and Activity Pages. Close modal Click on the Edit icon to update the field and...
How to create a drag & drop template
...able to switch between different device views (mobile, tablet and desktop): Close modal Tip As well as using the Preview Template function, it’s always a good idea to send yourself...
Connect Email Design Tool Changes 2023
...will not editable after the retirement date. The new drag and drop designer is user-intuitive and offers a range of new templates to help you get started. For help on...
Configuring Loqate Email Validation
...for validation. Make sure their type is set to Email and there is a tick in the Validatable option. Close modal Similarly, do the same in the Screen Designer for...
Dashboard Team & User Access
...or editable either to entire teams or users or just specific users in your company. Info Click for more information about User Teams. Click to Save. You can...
Creating Sales Target Charts
...are 3 types to choose from: Target Chart, Heat Table and Gauge Chart. Enter in a unique name, define an X and Y axis and select the period to match...
Report, Calendar, Map and Flows view
...(charts, tables and counts) based on the data in your list. See Creating Charts and Reports for more information. Close modal Map View To use the Map view, ensure that...
Creating & Using Notes
...methods: 1) Notes are set to be un-editable for audit trail purposes. 2) Full editing is available by the Note creator. 3) Editing can be made on the day of...
Categorise Your Data
...click on the Categories “Available” to add them. Close modal From a Gold-Vision list the categories set are also visible and editable. Close modal Use the Search Helper to click...
Creating A Document
...will be able to select a template and either Save to File, Download, Send as Email or Attach to Email: Close modal File Format Choose from Portable Document Format (.pdf)...
