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Articles tagged "design_portal" returned 153 results.
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Web Form Integration Overview
Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...
Configuring Time
...Screen Design Time Entries list Go to Settings and select Screen Designer select the record you want to add the Time Entries list to and then add a New List...
Design Tools and Functionality
Design Preview Options Across the top of the editor you have access to some preview options including: Show Mobile – Select to toggle your design as it will be shown...
Email Design
Click on the Design button to build your Email content. Click Browse designs. Close modal Choose from your previously created Brand Templates, copy the content from an earlier Email or...
Setting up Products with Time/Unit
...the Time Entries List please visit Configuring Time page Add Time/Unit to Product Screen Design From Settings go to Screen Designer and select Product. Close modal Click on Add Field...
Screen Designer
...Defaults can be set for ‘Text’, ‘Numeric’ and ‘Checkbox’ fields via Screen Designer. Gold-Vision end users will see these defaults appear in their respective fields when creating a new item....
Updating The List Design
Updating the List Design As an Administrator you can add or remove columns from a list as well as select the default layout. Available in the Settings area, select List...
Configuring Modern Authentication for Office 365
...Against the new tab (Admin center). 6. Select Azure Active Directory again from the left-hand menu – this can be accessed directly here – https://aad.portal.azure.com/ 7. Select App Registrations (directly...
Configuring Modern Authentication for Gmail
...accessed directly here – https://aad.portal.azure.com/ 7. Select App Registrations (directly accessible here – https://aad.portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps) Close modal 8. Select New Registration 9. Enter an Appropriate name e.g. ‘Gold-Vision Exchange Access’ then...
How to use the legacy drag & drop design tool
Warning The legacy drag & drop design tool is retiring on 31st July 2023. For more information on these changes, and how to prepare, please visit this page. If you...
