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Articles tagged "access" returned 150 results.
Page 7 of 15
Creating Home Page Dashboards
...you can then Edit to view and update the Widget settings. How to access Click on the Gold-Vision logo (top left of the screen) or select the View menu and...
How to create a drag & drop template
...the top of the editor you also have access to some additional functions, including: Save Template, Apply template, Print, Send Preview, Preview Template and Cancel. Save Template: It’s important to...
Campaign Settings
Access your Campaign Settings using the cog wheel at the right-hand side of the display. Close modal Here you can access the options that you setup for your Campaign when...
Using Contact records
...Privacy actions. These can be accesses from the Contact record under Actions Log Erasure Request Privacy Notice Provided Record Purpose Subject Access Request To find out more on how to...
Using stock templates in Connect
Accessing Connect To access Connect, click on the grid icon in Gold-Vision and select Connect: Close modal How to use stock templates Connect comes pre-loaded with a number of email...
Filtering Sublists
When viewing Sublist’s against an Object in Gold-Vision you can set default filters. This will allow users to access relevant information quickly against an item as well as adding extra...
Marketing Settings
Marketing Settings can be accessed in the Settings area. Close modal Sync Connect Users option will sync all Gold-Vision users to Gold-Vision Connect. The Sync Connect Campaign Types can be...
Product Settings
Product Settings can be accessed from the Settings area. As an Administrator you can amend the following: Close modal Lock closed Opportunities for non-admin. Yes – when accessing a closed...
Calling the API with IdentityModel
To send the access token to the API you typically use the HTTP Authorization header. This is done using the SetBearerToken extension method: // Call api var client = new...
Getting Started
...A good example of this is opening up your list of accounts and then filtering by industry or account type. Close modal Accessing Items Once you’re in an item, such...
