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Articles tagged "screen design" returned 187 results.
Page 7 of 19
Viewing & Editing Lists
...modal Info Your Administrator can change the default view columns for all users or specific teams. Using the Split Screen Users can use the Split Screen functionality to view the...
Account 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 Click on...
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...
Creating A Document
...be viewed in the Documents section against an item. Close modal Note If the Document section is not displayed this will have to be Screen Designed from the Settings area....
Mobile Device Access
...Full access to your dashboards, menus, and action centre Tip Tip: It is recommended to perform more complex administrative tasks such as screen design on the desktop view Close modal...
Linking Purchased Time
...this functionality, make sure the following items have been screen designed on the required Gold-Vision records: You need to set your Time Settings to define how many hours are in...
Using DocuSign Integration
...the section to the screen design There is also main list called eSign Documents that you can add to a menu or favourites Close modal Two-Factor Authentication DocuSign integration supports...
Tips, Web Clips & More
...like a pro View all Customer Stories British Chambers of Commerce Palletline View all Web Clips An introduction to Gold-Vision 8 Gold-Vision 8 screen design Configuring time How to create...
Introduction to Time
...which can be screen designed into any of the relevant objects. The “Copy to Clipboard” feature available via List Stats allows you to quickly and easily create a Summary report...
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...
