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Articles tagged "design_portal" returned 153 results.
Page 8 of 16
Touch Points introduction
...simply add a section to their screen design for this reporting – Changing the Screen Design – Adding Sections You can choose to Add Touch Point reporting to either your...
Configuring Engagement Scores
...screen. To add a Section, navigate to Settings, Screen Design and Select the record you want to add the section to. Close modal Click for more information on Screen Design....
Lead nurture
...you speak to them at the event. Close modal Tip You can select a previous list design to clone to save you time Tip Gold-Vision has been designed with...
Simple Time Management
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Time Section has been added to the screen design – to find out how to...
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...
How Can I Restrict Access?
...The Security field can be set in an Account record. Sections within an item page (e.g. Opportunities), can be designed to only be visible to certain teams and rules can...
Configuring Loqate Email Validation
...how many requests can be sent daily. Screen Design Options For Contacts, in Settings / Screen Designer / Contact locate your email field or fields that you wish to use...
Email Templates
...See Design Tools and Functionality to find out how to use the Design Preview options toolbar and add content to your template. Template Settings Click on Settings at the top...
Landing Page Templates
...template. You can use either a blank or a predefined layout or click on the Themes option to choose from a selection of Themes. Themes provide a fully pre-designed template...
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....
