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Articles tagged "project" returned 67 results.
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Viewing & Reporting-Time / Units
...user entries for that specific record but also for the child records e.g. Time Entries for Projects can be seen in the Time entries List of the Account Close modal...
Configure your Lead Screens
...mapped to Gold-Vision fields so when the Lead is promoted the data will appear in Gold-Vision. Fields can be Promoted to Accounts, Contacts, Account Activities, Projects and Opportunities Close modal...
Using Contact records
...recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. Categorise Your Data page....
Linking Items
...Account/Project/Opportunity/Activity – these linked contacts can be included for emailing from that item by selecting Member from the Email area within Actions. Close modal Multi-Select Link Use the Select button...
Gallery
...for files (for example against a project one gallery could be created for “Site Photos” and another gallery created for “Financial Documents” ). Galleries help keep files organised against items...
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...
Configuring Sites
...Quote, Project, Profile, Campaign, Event, Event Session and all Activities Go to Settings > Screen Designer then choose the item you want to add the Site field on. Select the...
Report, Calendar, Map and Flows view
...Flows View The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Items can be dragged and dropped in to different...
Manage your Sales Team Introduction
...Team & data security management Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM Remove/hide all references to unavailable/confidential data or...
Configuring Custom Integrations
...different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built integrations that facilitate: Automatic text-message sending...
