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Articles tagged "users" returned 177 results.
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Configuring Gmail Calendar Synchronisation – Basic Authentication
...Service Account ID (This is the Service Accounts Username) Close modal Close modal Set permissions on the users calendar Go to https://calendar.google.com and login as the user Click the cog...
Configure Account Page
...– ideal as a self service area for users to add new Contacts, amend job titles, contact details and user preferences. Sites – an area where users can view, update...
Integrations Pricing
...Web Forms Details Price / month Portal Single Account Access Portal Subscription – Single Account Access Cloud Customer 5-9 Users Up to 250 Contacts/ Logins One Portal Space with Account...
Calendar Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Google as the type. 4. Input the google service...
Mail Tracking Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Type IMAP Set the ‘Type’ to IMAP v2. Set...
Teams & security for Sales
...to view these. Public – all users have access Team – only the users in the same team as the owner of the Opportunity have access Private – only the...
Managing Quote Products
...Products Users can manage products using the menu on the Quote Lines section Close modal Select button Enables users to to multi select products for editing or deletion Re-order products...
Report, Calendar, Map and Flows view
Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required. Close modal List...
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...
Introduction to Sites
...Contact Opportunity Quote Project Profile Activity (Account, Contact, Opportunity & Project) Campaign Event Event Session The address details for Gold-Vision records are now held in the Site record. Users can...
