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Articles tagged "Design" returned 138 results.
Page 7 of 14
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...
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...
Create An Event
...you may want to include on your Event Screen Design to ensure you have all the information related to your Event. Standard Fields Are available to track Event information some...
Portal Overview
...The Account Pages are designed to be a self service area where customers can view your Gold-Vision Account (Company) data and create or update information from Contacts, Profiles and Site...
Role Management
...Page Go to Portal Management and select “Space Designer” against your portal. Close modal Select Pages and click on a Page, this will display the Settings for the page. Here...
Email Merge Fields
...Merge fields or to create a new one. Close modal Info Using a Merge Field in your Design will add a Merge Fields button at the top for you...
Follow up Email
...your Email Design it as you would for any other kind of email. When your design is complete, there are various ways that you can connect this Follow up email...
Configuring the Adobe Sign Integration
...authentication in the Social authentication list Close modal Screen designing Once authentication has been completed, users need to add the Adobe Sign section to the Gold-Vision items screens where documents...
Intro to Lead Management
...lead list and create leads by using our default view. Configure and design the default view using the Settings and Screen Designer to add fields you will commonly use in...
Creating & Editing Sites
...to the Contact record click on the Plus icon and select Site: Close modal Sites Details Mandatory Fields can be set within the Screen Design, as standard each Site has...
