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Articles tagged "quick-quote" returned 110 results.
Page 8 of 11
Creating Accounts & Contacts
Create A New Account An Account is the central record for managing all company information, whether they’re customers, prospects, partners or suppliers. New Accounts can quickly be created by using...
Report, Calendar, Map and Flows view
...can be dragged and dropped in to different lanes. Close modal Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be saved....
Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Bulk Document Production
...many documents can be generated quickly at once from a filtered list. Tip In order to use bulk document production you will require template generation to be setup on your...
Using The Flows View
...the criteria of your view click to change using the Setup button. Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be...
Configuring Time
...will show you how to configure Time and below you have step by step instructions as well: Setting up a Standard Working Day The initial setup is quick and easy....
Enabling Highlight Rules
Use Highlight Rules against any “Date” or “Numeric” fields. Highlight rules can be useful to emphasise records based on a rule – for instance to quickly identify all records where...
Filtering Sublists
When viewing Sublist’s against an Object in Gold-Vision you can set default filters. This will allow users to access relevant information quickly against an item as well as adding extra...
What Is GDPR? Including Best Practice
...are making is compliant. If you do not currently have a GDPR plan in place, the ICO’s Getting Ready for the GDPR will help you to create a quick assessment...
Using the Generic Phone Integration
...it in the box (optional) Save Close modal Making a Call Making a call from within Gold-Vision is quick and easy. Simply find a phone number against a screen, list,...
