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Articles tagged "item" returned 132 results.
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Disabling & Deleting Users
...any items owned to be transferred to other users – using Bulk Replace. Un-tick the ‘Show on User List’ if you no longer want items allocated to a disabled user....
Viewing Data Sources
...can search for data sources by Name, Dates, Total Recipients and Item Type. On the left-hand side, you can use filters to narrow the list of Data Sources. Filter by...
Create Dashboards or Menus for your team
...used items to a menu and enable this for visibility by your team. Using the Actions menu as above select to “Pin To Menu” your filtered list or view from...
Creating a Project
Creating A New Project There are different ways to create Projects in Gold-Vision: Option 1 – from the New Item Menu Click on the Plus icon and select Project: Close...
Managing Projects
...so that all communications related to each Project or Project Activity can be found in one place Close modal Users can then view each correspondence items replaying to emails –...
How To Use Reference Numbering
You can configure automatic reference numbers for items within Gold-Vision via Reference Number Settings within the Settings area. Each item type supports an independent ‘expression’, made up of tags, that...
Advise the customer that their subscription is due
...eg the renewal date by adding the item data field from the drop down. Close modal Step 2 Create a Reminder Alert Conditions – eg: when the Renewal...
Using your Sage 50 Integration
...also need to select the financial entity at the time of creating the Quote. You can have different alert criteria to trigger items being pushed into Sage. In the example...
Using Loqate Email Validation
...records at a time to send for validation. Items with a validation status from Pending through to Fully Validated will all appear in the Validated Data screen in Settings. Close...
Product News
...new product enhancements including adding External Item Links together with a new Multi-Select Link option and resizing widgets & dashboards to any size. View all Technical Information Gold-Vision Technical Requirements...
