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Articles tagged "options" returned 115 results.
Page 8 of 12
Creating A Table
Creating A Table From A List To create a Table from a list, select Report from the View menu. Close modal You will then have the following options: Close modal...
Web Form Integration
...web form integration to capture this data automatically into Gold-Vision. There are options for capturing this data. Lead Management is the best method to capture these leads as typically this...
Category Management
...automatically apply the Category to all parent items (up to the Account) when it is added to an item. Toggling the Propagate or other options will not affect existing applied...
Single Sign On
...which can be done from the options after log in. Once complete you will be activated and can use these credentials to log in to Gold-Vision. Please contact support@gold-vision.com so...
How Can I Restrict Access?
...security levels can be set to user or team security options individually. Info Security can be set up in the Screen Designer area. You need to be an Admin to...
Downloading the Data Import Tool
...Import Tool page, into the Connection URL field on the import tool. If you host your Gold-Vision click Connect. If we host your Gold-Vision click Advanced Options → untick ‘Connect...
Marketing Settings
...selected if you have amended the Campaign Types. Close modal Campaigns Mode offers you three options: Legacy Mode is for pre-Gold-Vision 7 Campaigns mode. New Mode with Legacy Support will...
Updating an Import
...In both options you will need to select a match key – you could use email address if you are confident that all records have an email address, alternatively you...
Currencies
...options. Values in the Quotes and Opportunities lists are then converted on the fly and displayed in the Local Value field on the respective list (this field may need to...
Licence Settings
...option to either update the existing licence or generate a new licence request via the Send Licence Request to Gold-Vision Support or manual download options. Tip Tip: To enable features...
