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Articles tagged "screen design" returned 187 results.
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Design your screens & lists
Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....
Screen & List Design
Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....
Protected: ID TEST – Column Block with content template
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Email Design
Click on the Design button to build your Email content. Click Browse designs. Close modal Choose from your previously created Brand Templates, copy the content from an earlier Email or...
Gallery
...or upload the files against the Gold-Vision record. Close modal Click here to find out how you can Screen Design the Gallery Section on the Gold-Vision records screen. ...
Mail Tracking
...In the Correspondence Section If the Correspondence section has been screen designed against an item users can search emails Close modal 2. In the global Search Email List Close modal...
Data privacy opt in
...updated against the record in Gold-Vision so that you can easily filter these contacts. Close modal Info You may need to screen design this field onto your contact record screen...
Linking Purchased Units
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Products have been Linked to Purchase Units see Configuring Time page for more details. You...
Manage Event Bookings
...and Select New Booking. Complete the Fields on the New Booking Screen to select the Account, Contact and Event and Save. From the Booking Screen you can create bookings for...
Creating An Opportunity
...in the Screen Design for Opportunities. Probability Probability % field is used to calculate the forecast value. Closed Lost Opportunities are automatically set to 0% and Closed Won Opportunities...
