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Articles tagged "The Basics" returned 386 results.
Page 30 of 39
Touch Points introduction
...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...
Create Event Sessions
...is attending each session and the available spaces. Create as many sessions as needed and update the details required for each session. Close modal Enter the information relevant for your...
How Can I Use Profiles?
...in the Settings area. Your administrator will be able to create the fields required. Please refer to our Screen Designer help pages for more information. The main benefits of using...
Introduction to Time
.../ Unit to a record and make call-offs. What are the benefits? You can easily view a summary of the purchased quantity, and quantity used for both time and units,...
Licence Settings
You can view licence information in Licence Settings available in the Settings area. You can update a licence by selecting the Update Licence button. Close modal You will have the...
Sage 200 Integration Overview
...purchase history for specific customers. Multi-company compatibility All of the standard modules included with this integration are multi-company compatible. This gives you the ability to use a single instance of...
Category Management
...a new Category has been added you can select the Items you want the category to be available in. Close modal Propagate To Parent Items Info The Propagate option will...
Screen Designer
...clip to see how to add sections: Resizing Sections You can click on the bottom right hand corner of any section to display the arrow keys then click and drag...
Default Language
...can add additional Languages. Info You will need to export the labels to CSV, translate the labels and then re-import the CSV file back into Gold-Vision. Close modal User Language...
Document Storage
...To enable document storage, simply specify the root location where documents should be stored. The Document Store Root Path should be a path on, or accessible to, the Gold-Vision server....
