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Articles tagged "access" returned 150 results.
Page 9 of 15
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...
Correspondence
...View Correspondence items Access the Gold-Vision record and click on the page where the Correspondence section has been added to: Close modal All emails and notes are displayed in a...
Gallery
...to the gallery system can be accessed through normal document storage by navigating the folder tree accordingly. View items in Gallery Users can download the files from the gallery...
Managing Appointments
...due date or completion status by clicking the edit button Appointment editability follows the normal Gold-Vision security rules. You can limit editing by team using the Access Options and you...
Using Sites
...how visit Configuring Sites. Assign a different Site: Access the Gold-Vision record, click Edit then click the Search icon against the Site field, select the required Site then click Save....
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...
How to use the legacy drag & drop design tool
...of the screen: Elements, Content and Defaults. Close modal Across the top of the editor you also have access to some additional options: Save, Apply template, Print, Send Preview, Preview...
HTML templates
...open a WYSIWYG tool with access to view and edit the Source code: Close modal Adding HTML to a template If you have a set of HMTL ready to go,...
Letter Campaigns
...Letter Campaigns and create templates you will need to have access to the templates folder. We suggest the following: Search for the “Gold-Vision” account and open the record, go to...
Viewing & Reporting-Time / Units
...Close modal For example users can create a dashboard to monitor time / units logged by users in a specific time frame: Close modal Create Dashboards from Gold-Vision record Access...
