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Articles tagged "The Basics" returned 386 results.
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Workspace Settings
Access your Workspace Settings using the cog wheel icon at the top right hand corner of the screen next to your contact avatar. Close modal The workspace settings allow you...
Introduction to Gold-Vision Portal
...to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration. You...
Creating A Count
...from the View menu. Close modal You will then have the following options: Close modal Select Count, amend the name if required. Close modal Counts can be renamed and pinned...
Introduction to Gold-Vision Portal
...to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration. You...
Disabling & Deleting Users
...and amend the User Level to Disabled. Close modal Tip Tip: Before deleting a user, we recommend initially setting them as disabled. This will stop them accessing Gold-Vision but allows...
Template Preview
Template Preview While you are building your template, if you want to check how it is going to look on different devices, then click on the Preview Template icon and...
Enabling Highlight Rules
...a date has passed. Setup Highlight Rule From the Settings area open Screen Design. Select any Date or Numeric field and configure the field. Our web clip below takes you...
Automations
...any element to move it to view the journey in whatever way works for your you and your team. Click on any Element to view that element. Click on the...
Tax Codes
Tax Codes can be managed in the Settings area. New Tax Codes can be set up by selecting the New Icon. Close modal You can edit Tax Codes that have...
Landing Page Icons
In the top right hand corner you can access icons to Preview the Landing Page, create New Tasks, Save and Exit without saving. Close modal Info Visit Tasks Overview for...
