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Articles tagged "user" returned 230 results.
Page 7 of 23
Configuring Sites
Sites are individual records in Gold-Vision which can be screen designed as per specific business requirements. The Sites functionality is available as standard for all users. Screen Design Site Record...
Integrations Pricing
...Web Forms Details Price / month Portal Single Account Access Portal Subscription – Single Account Access Cloud Customer 5-9 Users Up to 250 Contacts/ Logins One Portal Space with Account...
Using Loqate Email Validation
...verified but not the actual user’s mailbox. Pending are shown in amber. Searching for Contacts by Validation Status In addition to your usual search in the Email column you can...
Configuring the Microsoft Outlook Integration
...Mail Tracking Settings Once completed you must configure the mail tracking setup for each user who requires mail tracking. For further information please visit User Mail Tracking Setup Gold-Vision Add-in...
Assigning Leads
Assign individual Leads Leads can be assigned from within a Lead record to another user. Click on the Actions menu within a Lead Close modal Click Re-assign Lead Choose a...
Report, Calendar, Map and Flows view
...modal Drill-down Click to view Day/Week/Month/Schedule view. Highlight Users can highlight (categorise) the calendar view by selecting an option from the Highlight drop down from the toolbar. When the user...
Introduction to Sites
...the user to record multiple primary, business and billing addresses and refer to them periodically. Do I have to use Sites ? Sites are available to all users in Gold-Vision...
Viewing and Uploading Documents
...added by an Administrator user via Screen Design Upload Documents Users can upload documents against Gold-Vision records which can be viewed and downloaded by other users. Go to the documents...
Currencies
...this up, the user can navigate to My User Preferences in the Administration area. Here, the user can set their default currency to any of the of the existing currency...
Configuring the Eventbrite Integration
...Eventbrite Events. Eventbrite Owner The user with the Eventbrite Social Authenticator will be made the owner of the new Gold-Vision Event. Gold-Vision Import User The user who selects the Import...
