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Articles tagged "Design" returned 138 results.
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Configure Account Page
Once you have installed your Portal it’s now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts...
Styling
...Close modal From Space designer Click on the Styling option or click on the Open Style Editor button to display the styling options. Close modal Logo – click to select...
Configure Activity Page
Once you have installed your Portal it’s now time to Configure your Account Pages Account Pages are designed to display data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts...
Portal View – Examples
View the Portal When logging on to the portal users will see the Account and / or Activity details as defined when designing your Portal. For more information on how...
Saved Rows
...in Emails or Landing Pages, click Create. Doing so will take you into the Designer to add content to your Saved Row. Info See Design Tools and Functionality to find...
Landing Page Icons
...more information on working with Tasks. Info See Design Tools and functionality to find out more information about using the designer for your Emails. MISSING SECTION REF SENDER NAME AND...
Rows (Columns)
...the drop-down menu to ‘Empty’ and dragging your chosen template over to the design space. You can edit columns by clicking on the row and viewing Row Properties. Here you...
Using the Adobe Sign Integration
...find out how to add the section to the screen design. There is also main list called eSign Documents that you can add to a menu or favourites. Close modal...
Creating Accounts & Contacts
...check for any duplicate records. Tip Tip: Fields which are highlighted in red are mandatory so they must be completed. Mandatory fields are configured in the Screen Design Settings area....
Categorise Your Data
Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...
