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Articles tagged "user-defined" returned 242 results.
Page 7 of 25
Letter Campaigns
...address, salutation and a variety of user defined contact fields. 1. Set up 2. Create a template 3. Creating and running a letter campaign Setup Letter Campaign To set up...
Manage your Sales Team Introduction
...a series of activities for correct team members with defined due dates and follow up on the creation of new opportunities Click here to find out more. Close modal...
Sales Reports
...and PDF file formats. You can also create charts based on the Sales and Forecasts lists and Sales Target Charts based on predefined targets set by your Gold-Vision Administrator Create...
Creating Templates & Template Tags
Introduction Gold-Vision can generate Word documents from almost any item by using predefined Word Template (.dot) files. The template file may contain Gold-Vision “tags” which are substituted with the corresponding...
Configure your Lead Screens
...Name Last Name Contact Phone Mobile Email Adding Fields Additional fields can be added to the screen, including the fields on your cvs file and new user defined fields. Fields...
Document Storage
Configure Document Storage Document Storage is available within the Settings > Document Storage Gold-Vision can be configured to automatically save documents created from templates to a pre-defined location. Close modal...
How Do I Export Data?
...or remove fields. Once you have saved your report you are then given the option to Export Data. Close modal Tip Tip: User defined reports can be copied and edited....
Searching and Filtering Lists
...specific description. Close modal Tip You can also search in the column headers of any list in the same way. Search Helpers Search Helpers help users to make use of...
Configuring the SharePoint Online Integration
Introduction Gold-Vision document storage allows users to view and store documents in an external repository. The Sharepoint Online integration allows for your Gold-Vision documents to be stored in a Sharepoint...
