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Articles tagged "menu" returned 124 results.
Page 5 of 13
Creating Appointments
Create a New Appointment Appointments can be created from the New Menu or from the Plus Menu against Account, Contact, Activity, Opportunity and Project records: Close modal Or users can...
Using The Flows View
...a Flows View Close modal To use the Flows View, start with a list and select from the Views menu > Flows Next choose: how you prefer to display your...
How Can I Use Profiles?
...widgets and reports. Creating a Profile Click on the View menu select Profile and lick on the + icon. Close modal Or click on the New Menu and select Profile....
Setting up Products with Time/Unit
...Product You will need to setup the Time or Unit against all products that you want to link to spent time / unit. On the View Menu select Products select...
Viewing & Reporting-Time / Units
...4. Time / Unit Entries on the Global Time Entries list To view all Time/ Unit Entries from the system, from the Main View Menu click on Time Entries Close...
Creating a Project
Creating A New Project There are different ways to create Projects in Gold-Vision: Option 1 – from the New Item Menu Click on the Plus icon and select Project: Close...
Updating The List Design
...Options Use the Manage Options section, within the Actions menu, to set which fields you would like hidden and visible within the drop down list. Close modal Default View Using...
Office 365 Contact Synchronisation with Gold Vision
...with Office 365 Use the icon or the Action menu as shown Close modal Close modal Synchronise a Contact from the Contacts List View Contacts from the Contact List. To...
Configuring Loqate Address Lookup
...for Address Lookup The first step is to turn address lookup on and select Loqate for the chosen system. Open the Settings menu Select Geo Settings Select Loquate Capture Interactive...
Using Office 365 Contact Synchronization
...Action menu as shown Close modal Close modal To Synchronise a Contact from the Contacts List View Contacts from the Contact List. To Synchronise a contact simply select from the...
