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Articles tagged "Settings" returned 172 results.
Page 9 of 18
Administration
User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...
Manage Event Bookings
...Design in Settings. Amend a Booking By default the booking will remain “Unconfirmed” – Your Gold-Vision Administrator can amend this against the Booking Settings if you prefer Bookings to be...
Team Management
Team Management Before you can set up your Users you will need to set up your User Teams, these can be done within Teams in the Settings area. Gold-Vision has...
Using Secure Notes
...settings area. See the User Interface Settings page for more details. Note Take care when setting the visibility options for your secure note. Setting the visibility to a team for...
Enable Portal Access
...the Screen Designer: Go to Settings open Screen Designer and select Contact. Close modal Click the Ellipsis Icon select Add Page, add a page name and click on OK. Close...
Portal Management
Create a new Space In the Settings area search for Portal Management. Close modal Click the New button or the Space Designer button to create a new space. Close modal...
Add Web External Items to Dashboards
...saved, the item will appear on your dashboard! Managing External Items Gold-Vision Administrators are able to Add, Edit and Remove External Items from the Settings Menu Settings > External Items...
Email Templates
...See Design Tools and Functionality to find out how to use the Design Preview options toolbar and add content to your template. Template Settings Click on Settings at the top...
New Brand
...Name. You can change this later in Brand Settings if you want to. Colour You also need to set a Primary Brand Colour. Click on Choose your colour: Close modal...
Landing Page Templates
...out use the Design Preview options toolbar and to add content to your template. Template Settings Click on Settings at the top of the screen to edit the name or...
