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Articles tagged "multi-select" returned 259 results.
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Add Web External Items to Dashboards
...tool if a web link is available. Add a New External Item Open your dashboard and select New Widget and select New External Item. If you have previously uploaded items...
Using the Adobe Sign Integration
...it’s sent 1. Click the Word icon against the required Gold-Vision item. Close modal 2. Select the document template then choose Output as eSign Document. Close modal 3. Add the...
Configuring the Adobe Sign Integration
...select the Gold-Vision item you want to add the section to. Close modal Info Please note the eSign Documents Section can be added to multiple Gold-Vision items. Once the above...
Categorise Your Data
...to select multiple Categories to filter on from a list. Close modal Tip Tip: Category filtering can be particularly useful when building campaign lists when you are trying to segment...
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...
Touch Point Rules
...page(s) that you would like to track. You can add multiple URLs or use the * button for wildcards. For example, *pricing, would track all visits to any URL with...
On Save Alert
...On-Save Alert then choose the item you would like to alert to run against. Always include a create or update condition Close modal Condition Add Condition Choose one or multiple...
Configuring DocuSign Integration
...modal From the integrations list select DocuSign then click Install button on the far right of the screen. Once you’ve clicked install, you will be brought to the DocuSign configuration...
Dashboard Team & User Access
...then select the Share options. Close modal Include Secondary team members – tick to allow access to users in a secondary team. Users can be members of multiple teams. If...
Creating A Table
...Select Create a New Widget. Choose the Table and select an X and Y Axis. You can also select a Series. The example below shows the number of accounts of...
