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Articles tagged "screen design" returned 187 results.
Page 9 of 19
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...
Managing Appointments
...can limit field-level editability via the screen design security. Editing Attendees – Click Edit, Schedule. New Attendees can be added to the appointment from the Schedule section. New Note –...
Managing Duplicate Data
...an Account or Contact, Gold-Vision can run a duplicate check. Close modal Info Your administrator can configure this in the Screen Designer for Accounts and Contacts, by selecting the fields...
How Can I Use Profiles?
...in the Settings area. Your administrator will be able to create the fields required. Please refer to our Screen Designer help pages for more information. The main benefits of using...
Changing The Name Of An Item
Item names can be changed in Gold-Vision for instance your organisation may refer to “Accounts” as “Companies”. This can be amended in the Screen Designer area. Close modal Once you...
Enabling Highlight Rules
...a date has passed. Setup Highlight Rule From the Settings area open Screen Design. Select any Date or Numeric field and configure the field. Our web clip below takes you...
User Roles
...user. Close modal Info To view a list of Members, they first need to be added to the item in the Screen Designer area of Settings. Add a new List...
Using Standard Paragraphs in Advanced Mode
...Settings search for Standard Paragraphs, click new, enter name, the text Close modal Once created the paragraph can be added to the screen design. Select the field → Configure Close...
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...
