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Articles tagged "date" returned 134 results.
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Gold-Vision Technical Requirements
...Compatibility Laptop/ Computer or any mobile device Up to date Browser : Windows – Chrome or Edge (Excludes Microsoft Edge Legacy) MacOS – Safari, Chrome or Edge iOS – Safari,...
Discounts, Price Lists, Financial Entities
Discounts Discounts can be applied to individual products using the inline edit feature. Close modal Discount % – will automatically update Net Price Unit Price – will automatically update Discount...
Capture, Manage & Nurture Exhibition Leads
...The Exhibition Lead Lists are created within the Lead Management section, available on the View menu, or from the New Menu Close modal 2. Update Screen Design Using the Settings...
Managing Quotes
...functionality from a Quote Record that you have already created. You can copy quotes multiple times and move forward the Estimated Close Date at intervals when you copy. From a...
Managing your Leads
...– will appear in your Action Centre when they become due: Close modal Update Lead Status Use the Status field to update the lead status. The Status options can be...
Creating & Editing Sites
...the contact or edit the Site Address: Close modal Note If the User changes the site address against the Contact record it will update the Site Primary Address which will...
Edit Account and Contact Addresses
...will then be displayed and users can update the Site address. This will then update the the addresses for all records where this Site has been assigned to: Close modal...
Review invalid recipients
...click on the invalid number under whichever area you are looking to update, eg. Email addresses for Connect campaigns or mobile phone numbers for SMS campaigns. This will open a...
Welcome new customers
...that will only include customers from the date you would like your Campaign to start on, to avoid sending all of your existing customers the welcome series when you turn...
Calendar Synchronisation
...are old appointments that you wish to be brought in, the earliest synchronisation date can be reset by you as an Admin, using the date control fields shown above to...
