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Articles tagged "users" returned 177 results.
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Microsoft Dynamics NAV Integration Overview
...of customer financial data. However, by integrating both systems, users are provided with a complete view of their customers – all within your Gold-Vision instance Real-time information at your fingertips...
QuickBooks Online Integration Overview
Close modal Integrating QuickBooks Online with Gold-Vision CRM will enable your users to see vital information with ease, such as customer balances, sales transactions, estimates, and invoices. This is thanks...
Sage 200 Integration Overview
...tool intended for small and medium-sized businesses. CRM and Accounting systems are often purchased and run separately within businesses. But, by integrating both systems, users are provided with a complete...
Portal Management
...users and user roles) Click the Save button. Space Designer The Space Designer enables you to setup pages, add styling options and manage your space settings Close modal Create a...
Configure Activity Page
...Title – enter the Page Title that will appear at the beginning of the page New Item Button Label – the name of the button your users will see when...
Creating Home Page Dashboards
An Introduction to Dashboard Management Dashboard Management enables users to edit, duplicate and share dashboards with teams / users. The Manage Dashboards option also allows you to… Specify which teams...
Manage Dashboards
...Close modal You can edit the Dashboard Name and Share options. You can also set access to dashboards for different teams and users. Info Click for more information sharing...
Connect Email Design Tool Changes 2023
...the first stage of updates will be applied to Connect At this stage users will be able to pick between the legacy design tool and the new drag and drop...
Creating An Opportunity
...Security field in combination with the Owner field. Info Public: Record is accessible by all usersTeam: Record is only accessible to the owner of the opportunity as well as users...
Calendar Settings for Office 365
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Office 365 as the type. 4. Input the users...
