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Articles tagged "Name" returned 146 results.
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How To Setup Product Group Targets
...First go to Settings and click on Product Targets. Click on Actions and then press ‘New’ to start creating a new product target. Enter a unique name and choose from...
Data Import Tips
Match Keys The field is used to uniquely identify the object. For example, if Account Name and Postcode checked the import will search for the same Account name and postcode...
Preparing your Lead Data
The Gold-Vision Lead Management facility can be used to import a wide variety of different List formats. For example, you might have a list with just Company name, Contact name...
Setup GDPR In Gold Vision
...can then define the Privacy Level of a field, for example; First Name and Last Name are typically suggested as Personal. Close modal Info When records are erased, all data...
Configuring Modern Authentication for Office 365
...name ‘Disable EWS Impersonate’ (field must be unticked). Configure Azure Application 1. Navigate to https://www.office.com/?auth=2&home=1 2. Login using an Admin Account that has access to Azure Active Directory. 3. Select...
Configuring Modern Authentication for Gmail
...Impersonation must be enabled. This is set against the Mail Tracking settings page and Calendar Synchronization settings page with the field name ‘Disable EWS Impersonate’ (field must be unticked). Configure...
Creating Home Page Dashboards
...new dashboard, select a Template and enter a Name. Close modal Info Click to read our Dashboard Team and User Access page for more information. Click to Save. Add a...
Add Widgets to a Home Page Dashboard
Creating Tabs Click New Tab and enter a name for your Home Page Dashboard. Close modal Click the Ellipsis Icon to Create New Widget to add to your Dashboard or...
New Brand
...Name. You can change this later in Brand Settings if you want to. Colour You also need to set a Primary Brand Colour. Click on Choose your colour: Close modal...
Tags
...record To use Tags when creating a new record you can type the beginning of the name of the pre-existing folder into the appropriate drop down to find what you...
