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Articles tagged "system" returned 87 results.
Page 6 of 9
Simple Time Management
...Desk Activity setup in the system with a start and due date and they can log the time spent for each task e.g. time used to complete a phone call....
Creating Templates & Template Tags
...Info Please note – All of the templates in the system either need to formatted to be set to ‘standard’ mode or advanced ‘mode’ there is not a hybrid mode...
Advanced Templates
...of template tags would not permit this. Please note – All of the templates in the system either need to formatted to be set to ‘normal’ mode or advanced ‘mode’...
Critical Fields
...Fields have to be visible or just on screen? Critical Fields must by on screen, they can be hidden using visibility rules, for example only system admins can see them....
Outlook Plugin
...have changed the Global Names of objects on your system, you can use the Update Labels from Gold-Vision button to bring these details back through to the Add-In. You can...
Short Codes
...reference numbers if required, especially if Gold-Vision is integrated with a 3rd party system. Provide a more visible and user-friendly reference for launching a record page. Short codes give each...
Single Sign On
What is Single Sign On? Gold-Vision 8 makes use of a more secure Single-Sign-On (SSO) system. Gold-Vision SSO includes Two-Factor Authentication providing the following benefits… Helps the user experience. Provides...
User Language Labels
...Gold-Vision in another language. Close modal You will need to specify a new base language to copy all system labels from by selecting + Add Language. Close modal Once the...
User Mail Tracking Setup with Basic Authentication
...object. Gold-Vision will track any email within a user’s mailbox where a matching contact email address or account ‘Email Domain’ is found in the system. Settings for privacy and exclusions...
Alert Trace
...of trace data stored in the database. Tip Tip: It can be useful to create a test record in your system to test if alerts fire rather than using live...
