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Articles tagged "change" returned 113 results.
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Creating A Table
...of the items. Info Widgets are dynamic, if a change is made to the list, the charts will automatically refresh. If pinned to a Homepage the filters will be retained....
Standard Reporting
...Quotes, Activities If applicable the selectable options can be amended and the report updated by re-clicking View Report. Export – Select a format eg word, CSV Refresh – if changes...
User Defined Reporting
...will provide an unformatted CSV download of the raw data. Tip Tip: Users can change the visibility of a Report via the Security drop down in the Report Overview Screen....
Changing The Name Of An Item
Item names can be changed in Gold-Vision for instance your organisation may refer to “Accounts” as “Companies”. This can be amended in the Screen Designer area. Close modal Once you...
Critical Fields
...screen design. Changes to the Screen design won’t be able to be saved until the critical fields are designed on, the missing fields will be listed. Close modal Info If...
Outlook Plugin
...have changed the Global Names of objects on your system, you can use the Update Labels from Gold-Vision button to bring these details back through to the Add-In. You can...
Single Sign On
...number Password – change your password Two Factor Authentication – Enable Email Authentication Authenticator App – Users can add an app for e.g. Microsoft Authenticator for IOS/Windows/Android or Google Authenticator...
User Access Options
...Edit/Delete Rights The Edit option grants the team the ability to view the item and change it, but not to delete. Delete gives the team full control over the items....
Importing your Leads
...Lead list you have imported. Adjust the Status, Access and Promotion Mode as required: Close modal List Owner is the user who imported the Leads – this can be changed....
Mail Tracking Settings
...user from trying to impersonate when connecting. Ignore Certificate Errors Allows email tracking connections to Exchange to ignore certificate warnings. Use Native Email-Add Legacy setting for use under direction of...
