Search Results
Articles tagged "search" returned 75 results.
Page 5 of 8
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
User Defined Reporting
...any List. Create & Run a Defined Report When in a List View, you have the option to use search and filtering functionality to drill down to the data required....
Configuring Time
...Go to Settings then search for Time to display the general Time Settings window: Close modal Close modal Enter the number of hours in the Time in a day field....
Letter Campaigns
...Letter Campaigns and create templates you will need to have access to the templates folder. We suggest the following: Search for the “Gold-Vision” account and open the record, go to...
Viewing and Uploading Documents
View Documents in Global List Go to View and click on Search Documents, the list of all documents from Gold-Vision will then be displayed Close modal View Documents Against Records...
Using Sites
...how visit Configuring Sites. Assign a different Site: Access the Gold-Vision record, click Edit then click the Search icon against the Site field, select the required Site then click Save....
Filtering Sublists
...then searching for Screen Designer, there you can locate your desired Sublist. Close modal Once you have located the Sublist you wish to amend, you can place filters as you...
Brand Overview
...Brand List Click on the Brands icon to view or search your existing brands. The list is broken up into Active and Archived brands: Close modal Info A subscription to...
Easy Navigation Tips
...complete your Activities from your To-Do list. Navigation using Short Codes As well as navigating using the view or global search option, users can also access top level lists by...
Categorise Your Data
...click on the Categories “Available” to add them. Close modal From a Gold-Vision list the categories set are also visible and editable. Close modal Use the Search Helper to click...
