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Articles tagged "item" returned 132 results.
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Editing Tasks
...select an item type. Close modal Once you have selected an Item Type you will then be able to select the Campaign, Email, Generic or Landing Page to link to....
Managing Quotes
...and relationships between Quote records and other Gold-Vision items can be done by clicking the links icon on the Quote menu. Select the item type that you would like to...
Mail Tracking
...Link: link the email to an item in Gold-Vision. Manually add an Email to Gold-Vision Using Outlook Plug in users can manually add emails to Gold-Vision Items. Details...
Searching and Filtering Lists
Searching Lists Select the column you would like to search for and enter the item description and hit return. The list will then display all records that start with that...
Using Sites
...a different Site: Info Other than for Account and Contact Records Administrators will have to add the Site field on the screen design of the required item. To find out...
Setting up Products with Time/Unit
...Unit details on each Product. Add Time/Unit to Quote Item Screen Design From Settings go to Screen Designer and select Quote Item. Close modal Click on Add Field then Select...
GDPR Definitions
...you might hold prospect data for 2 years, at the end of 2 years the record will be marked as an Expired item. See below. Deleted Items Deleted Gold-Vision records...
Configuring the SharePoint Online Integration
...Online “site” and accessed through the product. The integration is capable of the following:- Automatically create folders in your Sharepoint Online site and link them to Gold-Vision items Allow users...
Creating A Lead
...your Gold-Vision Administrator for access. Create a Lead from New Item menu You can create a new lead by selecting Lead from within the New Item menu. Close modal You...
Sales and Forecast Lists
...need to create charts which include data from previous years. Forecast Lists As above by only Open items. Can be changed to show Open & Closed Won together. Note that...
