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Articles tagged "users" returned 177 results.
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Mail Tracking
...Link: link the email to an item in Gold-Vision. Manually add an Email to Gold-Vision Using Outlook Plug in users can manually add emails to Gold-Vision Items. Details...
Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...
Configuring Time
To configure Time, Administrator users will have to define the working day hours in the Settings area and Screen Design the Time section onto the required Gold-Vision Records This video...
Introduction to Time
A feature which can be used for recording time against Gold-Vision records, useful for monitoring productivity of users when they are managing tasks. Where can I use Time? Time recordings...
Creating A Chart
...Type and select an X and Y Axis. Giving it a descriptive name is helpful. Close modal Tip If you select the option Make available for other users to add,...
Creating A Table
...type by Account Manager: Close modal Close modal If you select the option Make available for other users to add, they can add it via the Add Widgets option in...
User Defined Reporting
...Close modal Once defined, users can generate a report by selecting Report from within the Actions Icon. Close modal Using the Report Overview Screen you can select the applicable Details,...
Screen Designer
...Defaults can be set for ‘Text’, ‘Numeric’ and ‘Checkbox’ fields via Screen Designer. Gold-Vision end users will see these defaults appear in their respective fields when creating a new item....
Single Sign On
...enhanced security. Improve password management. Assists with Regulatory Compliance. How to register for Single Sign On To prepare for this, users need do the following Go to https://uk.gold-vision.me/ Click...
User Mail Tracking Setup with Basic Authentication
...SSL Tick this option SMTP Server eg. smtp.gmail.com SMTP Port For Gmail it is 587 SMTP Username This is the user’s email address. SMTP Password The password for the user’s...
