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Articles tagged "custom" returned 102 results.
Page 8 of 11
Linking Purchased Units
...see how you can use the Time functionality by log in Units against Opportunities linked to purchased products. As a company you are selling Vouchers to your customers which can...
User Defined Reporting
Whilst there are a number of pre-defined reports available from the Reports section within the View Bar, Gold-Vision’s reporting also allows you to build, generate and manage custom reports from...
How to Set up the App Password for Google / Gmail Accounts
...(Custom Name) > Enter Reference for 3rd party app, eg. Gold-VisionCRM then click GENERATE Close modal Copy the app password for use instead of the mailbox password when setting up...
Creating Templates & Template Tags
...that references a standard list or extension/custom list from an item – e.g. in a Quote, a list of products; from an Account, a list of Contacts. Supports multiple table...
Amending Drop Options
...Options to appear in your own custom order. Find the Dropdown field > click on the 3 dots on the right hand side > Configure > Configure Drop Options Close...
Screen Designer
...that specific areas will only show when certain fields are set to specific requirements, for example: Sales Info Section will only show when the Account Type is set to Customer....
Configure your Lead Screens
...data from that list is actioned. Lead Screen Design It is then possible to use the Screen Design facility to customise the layout of the Lead screen. In the Settings...
Outlook Plugin
...within the Inbox (or other folder) or open the item, then click Add Message to Gold-Vision. Note: We aim to offer customers the best and most stable Outlook integration possible....
Using Standard Paragraphs in Advanced Mode
A Paragraph is a large block of customisable text which can be used within templates when generating documents from Gold-Vision, for example Payment Terms. Add a new Standard Paragraph In...
What Is GDPR? Including Best Practice
...consumers to claim compensation from data controllers or processors who infringe the regulation for the damage they have suffered. We, as a data processor, are committed to supporting our customers...
