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Articles tagged "user-defined" returned 242 results.
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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....
Introduction to Projects
Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...
Enable Portal Access
...users will see the Account and / or Activity details as defined when designing your Portal. For more information on how to configure this please visit the configure Activity or...
Building your Template
...the Manage Preferences option for your recipients to visit and select the kind of emails they do or do not want to receive from you as defined by your Email...
Using SharePoint Online Integration
Introduction Gold-Vision document storage allows users to view and store documents in an external repository. The Sharepoint Online integration allows for your Gold-Vision documents to be stored in a Sharepoint...
Configuring the Adobe Sign Integration
...box, click Save, then the integration should be live. Close modal Social authentication Once the installation has been completed each user will have to Authenticate with the Adobe Sign account,...
Calendar Synchronisation
...service account user once rather than having to define it in each user individually. The default time zone and calendar type can also be defined. Close modal Info If there...
User Access Options
...Access Rights When a user’s team does not have access to a particular item type, all icons and menus to that item type will “disappear” from the Gold-Vision user interface....
Using your Sage 50 Integration
Send a Gold-Vision account to SAGE Pushing a Gold-Vision Account to Sage is based on the alert conditions which have been defined in the Configuration, click here to find out...
Creating An Opportunity
...Value. Opportunity Base Currency is determined by the User’s Base Currency predefined in the Settings area but it can be changed manually when the Opportunity is created. Click here to...
