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Articles tagged "The Basics" returned 386 results.
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Mail Tracking Settings
...on the Gold-Vision server) or UNC paths (recommended). In the database – with this option, email attachments are held in the Gold-Vision SQL database. Depending on the volume of emails...
Configure Secure Fields
...navigate to the screen designer by clicking the gear icon at the top right of the screen. Close modal Select the screen you wish to add the secure field to....
Outlook Plugin
...Run or just Open the installation program. Install When prompted by the Installation program click the Install button. Close modal This will download and install the Add-In, returning the following...
Searching and Filtering Lists
Searching Lists Select the column you would like to search for and enter the item description and hit return. The list will then display all records that start with that...
Welcome new customers
...Marketing Automation solutions position themselves as a ‘lead only’ tool. The main reason for this is they run inside their own product database, separate to CRM. Once a lead has...
Report, Calendar, Map and Flows view
...View is the most popular view in the system and this will display a list of all the items e.g. list of all Contacts in the system Calendar View Lists...
Creating A Document
...Download option a copy of the document will then be downloaded to the local machine. Send as Email If the user chooses Send as Email option a copy of the...
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...
Managing Projects
...or from the Project Activities: Create Appointments from the Project record Click on the Plus icon against the Project and select Appointment : Close modal Create Appointments from the Project...
Short Codes
...based on the Gold-Vision object. The code will take the first 3 letters of the Gold-Vision object within the prefix. For example account ACC- 3280 contacts CON-187 opportunities OPP-2202. For...
