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Articles tagged "user-defined" returned 242 results.
Page 5 of 25
Introduction to Sites
...the user to record multiple primary, business and billing addresses and refer to them periodically. Do I have to use Sites ? Sites are available to all users in Gold-Vision...
How To Setup Sales Target
...up a User Target Step 2 Create a User Target for each user, to do this… Click into the target you have created and then select ‘New’. Close modal Enter...
Creating Appointments
...user time zone selection. Owner – Creating Appointments for other Users By default, the Owner is set to the current user, however, it can be changed to any other user...
What’s New in Gold-Vision 8
Close modal Modern UI We believe that great user interfaces should reflect the individual needs of their users and feel like second nature to use. This is why we developed...
Using Privacy Actions in Gold Vision GDPR
Info Gold-Vision Administrators, having defined their GDPR policies, will be able to record a purpose against both Leads and Contacts. This purpose will outline the lawful basis and retention period...
Managing Quote Products
...Products Users can manage products using the menu on the Quote Lines section Close modal Select button Enables users to to multi select products for editing or deletion Re-order products...
Managing Activities
The Activity main menu enables users to perform different actions to the Activity record Close modal Edit Activities Close modal Close modal The information to update data such as...
Using DocuSign Integration
...for two-factor authentication: Contact/User valid email address Contact/User valid mobile phone number How to use two-factor authentication When sending your document for signature via the integration: Enable two-factor authentication option...
Managing Appointments
...of their Calendar under My User Preferences Go to Settings then click on My User Preferences Close modal Under Appointments select the default view for Appointments, period and duration: Close...
Configuring DocuSign Integration
...to enable this contact DocuSign Support here. Required prerequisites for two-factor authentication: Contact/User valid email address Contact/User valid mobile phone number Please Note: Gold-Vision integration with DocuSign will use the...
