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Search for "general" returned 28 results.
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Updates
...as not required. General Users have the ability to navigate to Gold-Vision record from the Map View The ‘’Show on Account Manager List’’ checkbox field on User Profile behaves correctly...
Setup GDPR In Gold Vision
...to special categories of data as defined in Article 9 of The General Data Protection Regulation 2016/679. Define Data Purposes Record why and how long you plan to store personal...
User Interface Settings (Notes & What’s Next)
Note Editing As an Administrator you can set whether or not notes can be edited. Notes and What’s Next can be found in Settings – General Settings – UI Settings....
Configuring Time
...Go to Settings then search for Time to display the general Time Settings window: Close modal Close modal Enter the number of hours in the Time in a day field....
Configuring Sites
...section you want to add the field to click on Add Field Close modal On the General Tab Change the “Select a field” dropdown option to Site > Click Add...
Set up your annual reporting
...targets for next year learn How To Setup General Targets and How To Setup Product Group Targets. Creating Sales Target Charts will enable you to manage your team and user...
How To Setup Sales Target
Gold-Vision gives you the ability to setup your own Sales Targets which is a great way to keep your Sales Teams focused and provide an overview on how your business...
