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Search for "Design" returned 139 results.
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Configure Activity Page
Once you have installed your Portal, it’s now time to Configure your Activity Page. Activity pages are designed to display data from your Gold-Vision Account records, all types of Activities...
Portal View – Examples
View the Portal When logging on to the portal users will see the Account and / or Activity details as defined when designing your Portal. For more information on how...
Saved Rows
...in Emails or Landing Pages, click Create. Doing so will take you into the Designer to add content to your Saved Row. Info See Design Tools and Functionality to find...
Landing Page Icons
...more information on working with Tasks. Info See Design Tools and functionality to find out more information about using the designer for your Emails. MISSING SECTION REF SENDER NAME AND...
Rows (Columns)
...the drop-down menu to ‘Empty’ and dragging your chosen template over to the design space. You can edit columns by clicking on the row and viewing Row Properties. Here you...
Gold-Vision Marketing | Getting Started
Webinar Overview: Join us for an informative session designed to help you kickstart your journey with Gold-Vision Marketing. Whether you’re new to the platform or just need a quick refresher,...
Using the Adobe Sign Integration
...find out how to add the section to the screen design. There is also main list called eSign Documents that you can add to a menu or favourites. Close modal...
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...
Creating A Document
...be viewed in the Documents section against an item. Close modal Note If the Document section is not displayed this will have to be Screen Designed from the Settings area....
