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Articles tagged "screen design" returned 187 results.
Page 6 of 19
Preference centre
...link, they will be presented with the page below: Close modal Info Campaign Types can be amended in the Gold-Vision Administration Console within the Screen Design area against Campaign Stages....
Viewing & Reporting-Time / Units
...Time/ Unit Entries List has been screen designed on the Gold-Vision record, users can see in list view all the user entries for that specific record. Close modal 3. Time...
Creating a Project
...Type This is user defined drop field which can be configured by administrator users in the Screen Design. Here you can define what types of projects you are running as...
Amending Drop Options
Drop down options can be amended in the User Interface area of the Settings area, either in the Screen Designer or the Drop Downs area. Configure Drop Options Close modal...
Setup GDPR In Gold Vision
...marked as either “Personal” or “Sensitive” within the Screen Designer area in the Settings area. Typically, you will want to configure Contact fields. Close modal Within Field Security you...
Using Privacy Actions in Gold Vision GDPR
...be logged either for a Lead or a Contact. Info In Screen Designer, available in the Settings area, fields can be marked as either Personal or Sensitive and exported as...
Configure QuickBooks Online integration
...in Gold-Vision before the integration sends the Account details to QuickBooks online Add Account Currency fields on the Screen Design Go to Account Screen Design and click Add Field Close...
Portal View – Examples
...Documents section to view Attachments in Settings – Screen Designer – area in Gold-Vision. Close modal The note can be viewed in the Correspondence section. Attachments can be viewed in...
How to use the legacy drag & drop design tool
Warning The legacy drag & drop design tool is retiring on 31st July 2023. For more information on these changes, and how to prepare, please visit this page. If you...
Updating The List Design
Updating the List Design As an Administrator you can add or remove columns from a list as well as select the default layout. Available in the Settings area, select List...
