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Articles tagged "user" returned 230 results.
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Creating a Project
...Type This is user defined drop field which can be configured by administrator users in the Screen Design. Here you can define what types of projects you are running as...
Using DocuSign Integration
...for two-factor authentication: Contact/User valid email address Contact/User valid mobile phone number How to use two-factor authentication When sending your document for signature via the integration: Enable two-factor authentication option...
Configuring LiveChat Integration
...Enable User Access To enable a user to create new items in Gold-Vision, the Gold-Vision Administrator needs to set the user’s LiveChat id against their Gold-Vision user record. Close modal...
Managing Appointments
...of their Calendar under My User Preferences Go to Settings then click on My User Preferences Close modal Under Appointments select the default view for Appointments, period and duration: Close...
Configuring DocuSign Integration
...to enable this contact DocuSign Support here. Required prerequisites for two-factor authentication: Contact/User valid email address Contact/User valid mobile phone number Please Note: Gold-Vision integration with DocuSign will use the...
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...
Using Contact records
Close modal Users can easily manage Contacts within Gold-Vision using the action menu against the Contact record Edit a Contact Contact records can be edited by clicking on the Edit...
Managing Projects
...click here Add Documents to Projects Administrator users can screen design the Document storage section on the Project. The Document storage section allows users to upload files like Excel or...
Portal View – Examples
...details and fields will be displayed. Users can have the ability to create activities from the Portal once logged in. To setup a users Role please refer to User Roles....
Creating & Editing Sites
...then be edited by the users When a Contact is created, by Default Gold-Vision will assign Primary Site to the Contact record. Users can then assign a different Site to...
