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Articles tagged "multi-select" returned 259 results.
Page 7 of 26
Lead nurture
...selected ‘New Recipients Only’ (or you will repeatedly send the same email to all of your event leads Then, select the automated template that you have already created and click...
Configure QuickBooks Online integration
...to QuickBooks Online Live Modules – allows users to live select products from Quickbooks Online Batch Modules – which send information from QuickBooks Online to Gold-Vision Configure Real-time Modules Close...
Configure Activity Page
...Activity Type will be automatically selected when your users create activities from the Portal Access – allows you make the space visible to contacts with the user roles selected. Editable...
Using stock templates in Connect
...templates that are easily customisable to match your brand style. To use one of the stock templates available, select Templates from the upper righthand side menu. Select + New, then...
Using Word Mail Merge
...create your Outlook email. Open Word and Select mailings Select the Step-by-step wizard. Close modal Step 1 Select E-mail messages Close modal Step 2 Starting the document Type the email...
Creating A Chart
...from the View menu. Close modal You will then have the following options: Close modal Select create a new widget and select Chart Select the chart type then choose the...
Creating Home Page Dashboards
...clicking on the Hide or Show option. Tip Dashboards and Widgets can be copied. Select the Dashboard or Widget, click on the Ellipsis Icon, select Clone to make a copy,...
How to create a drag & drop template
...this nice and simple. Creating and copying templates To create a new blank template, select Template from the menu options in the upper righthand corner. From the template library view,...
How To Setup Product Group Targets
...the New button. Click into the target you have created and then select ‘New’. Once again, enter a name, select a user, add a Start Date, select a Currency and...
Using Contact records
...links and relationships between Contact records and other Gold-Vision items can be done by clicking the links icon. Select the item type that you would like to link to the...
