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Articles tagged "Settings" returned 172 results.
Page 8 of 18
Using Contact records
...Contact, select the Relationship then click Add Close modal Info Links relationship options can be predefined by Administrator Users in the Settings area Creating documents from a Contact Document templates...
Letter Campaigns
...the Document section > Managed Linked Folders Close modal Click Add a folder You will need to copy the Temple Store path which can be found in Settings > Document...
How To Setup Sales Target
...Leads, Appointments and Activities. Targets within Gold-Vision are managed in User Targets within Settings area. Setting up a New Target Step 1 Create a User Target Definition, to do this…...
Short Codes
...that within the ‘UI settings’ in the settings area at the top right-hand corner of the screen, short codes can be searched within global search. To find out what...
User Roles
...in Drop Downs within the Settings area, under Member Roles. Close modal Within an Account record, using Add Members within the Actions menu, you can select a role and a...
Setting up a service account for Office 365 & Exchange
...on the local server to login to users’ mailboxes and record messages into the CRM system. The settings for privacy and exclusions outside of this rule can be configured separately:...
Document alerting
...to be a system admin to create an alert. Head to the settings cog in the top right hand corner of the screen and select configure alerts. Here you will...
Importing your Leads
...begin. Close modal What Next? Configure the Lead Screen Configure your Lead Screen using the Screen Designer. Lead List Settings From the View menu → Lead Lists → Select the...
Configuring the Lead Forensics Integration
...retrieve your customer key from within Gold-Vision license settings, you must be a system administrator to see this page: Close modal 2. You will then need to send your customer...
What’s New in Gold-Vision 8
...Multi-Language and Multi-Culture settings. The power is in their hands to choose the language, currency and date format settings that best suit their local or individual preferences. Additional languages can...
