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Articles tagged "options" returned 115 results.
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How To Setup Sales Target
...from the options available in the ‘Type’ field to select a period. Here you can choose from weekly, quarterly, monthly and yearly options. Remember to Save and then you can...
How To Setup Product Group Targets
...the options available in the ‘Type’ field to select a period. Here you can choose from weekly, quarterly, monthly and yearly options. Remember to Save and then you can add...
Updating The List Design
...Options Use the Manage Options section, within the Actions menu, to set which fields you would like hidden and visible within the drop down list. Close modal Default View Using...
User Configuration
...of items. Basic User – A normal user with access to Gold-Vision, but without access to the Administration Console. Visibility of items is controlled by the User Access Options screen,...
Using Standard Paragraphs in Advanced Mode
...modal Drop Options → Configure Drop Options → Drop Paragraph → select the paragraph Close modal Next add the code to your template, but suffix the field name with para...
Data Import Tips
...limit of 5 match keys per object. Please note – drop downs cannot be used as a match key. Overwrite Mode There are four options: o Always – always updates...
Mail Tracking Settings
...tracked, this can lead to the SQL database growing very large. Close modal Internal Mail Tracking Options Gold-Vision will not by default track internal mails (through the use of the...
Setup GDPR In Gold Vision
...appropriate drop field and choose one of more options for each rule. Close modal Interaction Rule This allows you to apply a purpose to Contacts based on their behavior –...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...two-way link between Gold-Vision and Gmail Appointment creation and management. Configuring your Gmail Integration There are 2 options available when setting up your Gmail integration with Gold-Vision: (Option 1) Create...
Gold-Vision 8 Upgrade Planning
...Administrator to complete this task. Configure Your Screens Close modal Manage Options Close modal Select an icon, select tile colour, enable avatars (for Users), include in Global Search. Select an...
