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Articles tagged "design_portal" returned 153 results.
Page 9 of 16
Creating An Opportunity
...in the Screen Design for Opportunities. Probability Probability % field is used to calculate the forecast value. Closed Lost Opportunities are automatically set to 0% and Closed Won Opportunities...
Correspondence
...system Administrators have to configure the screen design to add the Correspondence section to the screen. For more information on how to configure this visit Changing the Screen Design page...
Viewing & Reporting-Time / Units
...Time/ Unit Entries List has been screen designed on the Gold-Vision record, users can see in list view all the user entries for that specific record. Close modal 3. Time...
Creating a Project
...Type This is user defined drop field which can be configured by administrator users in the Screen Design. Here you can define what types of projects you are running as...
Introduction to Time
...are available in the following areas: Account Account Activity Contact Activity Opportunity Opportunity Activity Project Project Activity Time Features Time feature has been designed to also allow users to record...
Amending Drop Options
Drop down options can be amended in the User Interface area of the Settings area, either in the Screen Designer or the Drop Downs area. Configure Drop Options Close modal...
Configure QuickBooks Online integration
...in Gold-Vision before the integration sends the Account details to QuickBooks online Add Account Currency fields on the Screen Design Go to Account Screen Design and click Add Field Close...
Create An Event
...you may want to include on your Event Screen Design to ensure you have all the information related to your Event. Standard Fields Are available to track Event information some...
Email Merge Fields
...Merge fields or to create a new one. Close modal Info Using a Merge Field in your Design will add a Merge Fields button at the top for you...
Follow up Email
...email and do your Email Design it as you would for any other kind of email. When your design is complete, there are various ways that you can connect this...
