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Articles tagged "The Basics" returned 386 results.
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What’s New in Gold-Vision 8
...the page view by team or specific criteria to ensure that the right information is shown to the right people, at the right time. Close modal With Gold-Vision 8’s Screen...
Managing Quote Products
...Icon select the the required product then click add. Following this the product will be added to the quote. Close modal Product discount, price, tax and quantity can be modified...
Setting up Products with Time/Unit
...and open the Product required. Click on the Edit icon and go to the Time / Units field. Select either Time or Unit and enter the value as follows: Time...
Currencies
...this up, the user can navigate to My User Preferences in the Administration area. Here, the user can set their default currency to any of the of the existing currency...
Creating & Using Notes
...select this option if you would like the note to always appear at the top of the correspondence list. Sticky notes will appear in chronological order. Send Email/ Broadcast –...
Easy Navigation Tips
...were on the Contacts page of the Project, clicking the item in the Recent Events will take you to the specific page you last accessed. https://mycompany.goldvisioncrm/item/PRJ-1?page=contacts Close modal Pages in...
The Home Page
...up in the Team Management options. Speak to your System Administrator to change them. Dashboards Your dashboards are listed alongside the home page. Close modal Activities On the left hand...
GDPR Definitions
...the Screen Designer in the Settings area. Subject Access Requests Individuals have the right to access their personal data and supplementary information. The right of access allows individuals to be...
User Language Labels
...labels and then save the file as a CSV UTF8 (Comma delimited) file. Do not change the name of the export file as the naming convention will be required for...
User Configuration
...the new user and confirm the subscription changes. The name and email address of the new user If they require a Professional or Essentials licence What team the new user...
