Search Results
Articles tagged "users" returned 177 results.
Page 3 of 18
Searching and Filtering Lists
...specific description. Close modal Tip You can also search in the column headers of any list in the same way. Search Helpers Search Helpers help users to make use of...
Using Account records
Close modal The Account main menu enables users to perform different actions to the Account record: Edit an Account Account records can be edited by clicking on the Edit Icon...
Mail Tracking Settings
...must be configured per-user under the ‘Users’ section, please click here to find out more. Close modal In the Mail Tracking Settings complete the global controls as following: Close modal...
Configuring the SharePoint Online Integration
Introduction Gold-Vision document storage allows users to view and store documents in an external repository. The Sharepoint Online integration allows for your Gold-Vision documents to be stored in a Sharepoint...
What’s New in Gold-Vision 8
Close modal Modern UI We believe that great user interfaces should reflect the individual needs of their users and feel like second nature to use. This is why we developed...
Account Portal Management
...users and user roles) Click the Save button. Space Designer The Space Designer enables you to setup pages, add styling options and manage your space settings Close modal Click on...
Portal View – Examples
...details and fields will be displayed. Users can have the ability to create activities from the Portal once logged in. To setup a users Role please refer to User Roles....
Creating a Quote
Users can setup one or more quotes within an Opportunity. Gold-Vision Quotes are full multi-currency, and are consolidated at the Opportunity in base currency. Create a Quote From the Opportunity...
Configuring Sites
Sites are individual records in Gold-Vision which can be screen designed as per specific business requirements. The Sites functionality is available as standard for all users. Screen Design Site Record...
Creating Appointments
Create a New Appointment Appointments can be created from the New Menu or from the Plus Menu against Account, Contact, Activity, Opportunity and Project records: Close modal Or users can...
