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Articles tagged "user" returned 230 results.
Page 5 of 23
Searching and Filtering Lists
...specific description. Close modal Tip You can also search in the column headers of any list in the same way. Search Helpers Search Helpers help users to make use of...
Using Account records
...Menu: Account Recent events Users can view recent events against an account if they navigate to the Recent Events page Close modal Account Categories In addition to user defined fields...
Configuring the SharePoint Online Integration
Introduction Gold-Vision document storage allows users to view and store documents in an external repository. The Sharepoint Online integration allows for your Gold-Vision documents to be stored in a Sharepoint...
Configuring Loqate Address Lookup
...and Licence Key. Open the Settings menu Select Users under User & Team Administration Click on the name of a user to open them Enter Edit Mode by clicking the...
Configuring Gmail Mail Tracking with Basic Authentication
...Configuring your Gmail Integration Navigate to the Users Settings page to begin the configuration Settings (cog icon) → Users → Select the User → Click ‘Actions’ → Click on ‘Mail...
Enable Portal Access
Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in...
Configure Activity Page
...Activity Type will be automatically selected when your users create activities from the Portal Access – allows you make the space visible to contacts with the user roles selected. Editable...
Mail Tracking Settings for Gmail
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type IMAP Set the ‘Type’ to IMAP v2....
Using the Adobe Sign Integration
Generating and Sending eSign Documents There are three methods users can use to generate and send eSign Documents. Use method 1 if you don’t need to edit the document before...
Viewing & Editing Lists
...modal Info Your Administrator can change the default view columns for all users or specific teams. Using the Split Screen Users can use the Split Screen functionality to view the...
