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Articles tagged "users" returned 177 results.
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Product News
...functionality. April 2023 Introducing Dashboard Management which enables users to edit, duplicate and share dashboards with your teams an users, together with updates including an option to copy quotes multiple...
Configuring the Adobe Sign Integration
...authentication in the Social authentication list Close modal Screen designing Once authentication has been completed, users need to add the Adobe Sign section to the Gold-Vision items screens where documents...
Creating Accounts & Contacts
...from the following options: Public – all users have access. Team – the Account Manager, other team members, the assigned manager, executives and/or administer groups have access. Private – can...
Pin to Home Page & Menu
...Pin To Menu from a list. Close modal Tip Tip: You can create a New Menu directly from the Pin To Menu option. Custom Items Users can pin a new...
Your To Do & Alerts List
Your To-Do list This shows your Activities when the start date is reached (and they’ve not been completed). Users can open activities from the To Do list complete them or...
Action Centre
...: Close modal Your To-Do list This shows your Activities when the start date is reached (and they’ve not been completed). Users can open activities from the To Do list...
Correspondence
...list view and users can click on each item to view the details Close modal Filtering Correspondence items To quickly find specific notes or emails users can filter the correspondence...
Edit Account and Contact Addresses
Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...
Gallery
...to the gallery system can be accessed through normal document storage by navigating the folder tree accordingly. View items in Gallery Users can download the files from the gallery...
List Stats
Allow users to quickly generate numeric statistics from almost any list They are most useful for quickly totalling numeric columns or discovering the spread of records within a list by...
