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Articles tagged "user-defined" returned 242 results.
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Amending Drop Options
...example; Regions and Territories. In the Screen Designer for an area add a User Defined Drop Field and configure the field, e.g. Regions. Add another User Defined Drop Field, e.g....
Configure Account Page
...– ideal as a self service area for users to add new Contacts, amend job titles, contact details and user preferences. Sites – an area where users can view, update...
Gold-Vision On-Premise Technical Requirements
...and product functionality may vary based on your system configuration and operating system. Application Server – Windows Requirements Recommended* 10-50 Users 51-100 Users 100+ Users Operating System Windows Server Standard...
Configuring LiveChat Integration
...Enable User Access To enable a user to create new items in Gold-Vision, the Gold-Vision Administrator needs to set the user’s LiveChat id against their Gold-Vision user record. Close modal...
Import types
...available account activity fields. Account name or Reference/External ID. Activity summary or reference number. Account Contact Basic Importing accounts and contact with only simple information. Does not include user defined...
Standard Reporting
...of Standard Reports that allow you to report on Accounts, Activities and Projects plus on your Sales Forecasts and History. You can also create your own User Defined Reports to...
Configure Alerts Introduction
Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions...
Linking Purchased Units
...carried out Description you can enter additional description details if required User this will automatically default to the User who is logging the time. If the user is logging time...
Configuring the Generic Phone Integration
...Configure next to the Generic Phone (CTI HTTP) integration Against the Default Profile select Edit Profile Users Select the Users to enable Save Close modal 4. Configure Users The final...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...Service Account ID (This is the Service Accounts Username) Close modal Close modal Set permissions on the users calendar Go to https://calendar.google.com and login as the user Click the cog...
