Search Results
Articles tagged "search" returned 75 results.
Page 7 of 8
Managing your Sage 50 integration
Once you have access to your integration, you can manage it as follows: Configure the integration Go to Settings are and search for Integration Mappings: Close modal And select Sage...
Using LiveChat Integration
...to view the full transcript of the Chat Close modal LiveChat with Leads Viewing Transcripts From the View menu, select Search Email and filter by Correspondence Type Chat Close modal...
Configuring LiveChat Integration
...Mappings Close modal You can set this for Accounts and Contacts as well as for Leads by searching for Display Mapping in the Settings area. Close modal Accounts and Contacts...
The Basics Part One
Who is it aimed at? All Gold-Vision users. What does it cover? How to login, your home page view, accessing menus, viewing and adding notes, along with navigation and searching...
Using the Generic Phone Integration
...menu. Click the Edit gear icon on the main menu Select New Menu Enter a Name for the menu From the list of Views search for Calls Click on Calls...
Outlook Plugin Troubleshooting
...Close all Outlook windows Re-open Outlook Slick Start Type “Event Viewer“ Click on the Event Viewer Expand the view to Windows > Application Search for Outlook related logs Close modal...
Document alerting
...alerting configured from the settings area in the top right hand corner of the screen. Then search for ‘Document production’. You will need to be a System Administrator to view...
Data Import Tips
Match Keys The field is used to uniquely identify the object. For example, if Account Name and Postcode checked the import will search for the same Account name and postcode...
How Do I Export Data?
...adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views...
Using Standard Paragraphs in Advanced Mode
...Settings search for Standard Paragraphs, click new, enter name, the text Close modal Once created the paragraph can be added to the screen design. Select the field → Configure Close...
