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Articles tagged "control-column" returned 68 results.

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Event Reporting

...select to Create a Chart. Close modal The settings used to create the Column Chart are as follows. The example below also uses a Gauge Chart Close modal Close modal...

Using Google Mapping

...radius of a location click the Pipe Icon below the Postcode column, enter a postcode and the range then click Filter, the list will display the account whiting that mile...

Alert Trace

...the All option, Gold-Vision will record information on an item/objects save action, which alerts could fire and whether or not they did so. The Status column will return either Conditions...

Data Import Tips

...the column no matter what. o IfSourceNotBlank – updates only if the file field contains data. o IfTargetBlank – updates only if the Gold-Vision field doesn’t contain data. o Never...

Importing your Leads

...from the csv file (Column Name) to the Gold-Vision Object eg Account and the relevant field. Close modal Click Next and enter a name for import and for the Object...

Using Secure Notes

...If you have not been given permission to view the note, a warning message will be displayed. Close modal Secure notes adhere to the note editability rules controlled in the...

Team Management

...For further information see ‘User Access Options‘. Homepage Click on ‘homepage’ to access the home page options. This section allows you to control the avatar, header image and name that...

Gmail Integration Overview

...will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time. You’re in control Only want to track emails between your Sales team...

Creating Home Page Dashboards

.../ users can edit shared dashboards. Easily re-order Dashboards by simply clicking and dragging to the position required. Control the visibility of a dashboard on your personal Home Page by...

Manage Dashboards

...the Manage Dashboards screen, click and drag to re-order. Close modal Hide / Show You can click the Hide Icon or the Ellipsis Icon to control the visibility of a...