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Articles tagged "Settings" returned 172 results.
Page 5 of 18
Setup GDPR In Gold Vision
GDPR and data privacy functionality can be setup in Gold-Vision Settings by your Gold-Vision Administrator. There are 3 simple steps for setup: Close modal Privacy Settings Can be set up...
Configuring the SharePoint Online Integration
...the Integration Document Storage Sections Test the Integration Enable SharePoint Online Integration The first step is to install and enable the Sharepoint Online integration through the storefront. Open the Settings...
Enabling 365 Contact Synchronisation
...feature. To gain access to Contact Sync, update User Access Options for your team within the Admin Settings. Close modal Make sure Contact Sync is set to ‘Access’. Close modal...
Role Management
...Role Groups Create a Role Group Go to Settings > Portal Role Management Close modal By default you’ll have two Groups, an Admin and a Basic. The Admin Role is...
Configure Account Page
...Settings to Configure Sublist Close modal Configure Sublist The Sublist Settings tab will be displayed. Close modal Configure Sublists – the sublist name will be displayed and can be amended....
Configure Activity Page
...Page Settings You can amend your Page Properties and user roles who can view or edit details on the page. Close modal List Page Settings Here you can choose which...
Configuring the Microsoft Outlook Integration
...please visit Setting up a Service Account for Office 365 & Exchange. The Global Mail Tracking Settings must also be configured in the Settings area. For further information please visit...
Configuring Sites
...From Settings go to Screen Designer and choose Site. As standard Site will have the essential fields like Account, Summary and Address fields already designed on the screen and users...
Using Account records
...relationship options can be predefined by Administrator Users in the Settings area Creating document templates from an Account Document templates can be created against Account records from the Word icon....
How to send an email with Connect
...is helpful for larger business who need to restrict the view of specific mail shots. Close modal Send tab From the Send tab there are some final checks and settings...
