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Articles tagged "date" returned 134 results.
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Using Bulk Replace
Sometimes you might need to update a list of records with the same information, for example, change Account Manager from one user to another user. You can use Bulk Replace...
Marketing automation introduction
...the last run date, the start date of the campaign run, the template name and what type of mailshot it is. Furthermore, you can pause an automated campaign run rather...
Introduction to Projects
...is responsible for the task, and Due Date, the date that the task needs to be completed by. Close modal Each Project and its corresponding Activities can be managed through...
Linking Purchased Time
...the list. Select a Date Todays date will automatically selected but users can retrospectively enter the date required. Time spent Enter the time in 1d 10h 10m format i.e. 1...
Linking Purchased Units
...on behalf of an other user they can select a different user from the list. Select a Date Todays date will automatically selected but users can retrospectively enter the date...
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...
Reminder Alert
Reminder alerts can be set up to show a renewal date is imminent. Example: If an Opportunity has not been updated for specified amount of time, or a renewal date...
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...
Configure QuickBooks Online integration
...you want to push and update Gold-Vision Accounts Run Single Import will import all QuickBooks Online Customer’s updates to Gold-Vision Accounts Edit Frequency to set how often the integration will...
Enabling 365 Contact Synchronisation
...You will also need to update the User record. Select Settings > Users > select your user update ‘other options’ the ‘Sync Contacts’ box will need to be ticked. Close...
