Knowledgebase articles
- Welcome to the Knowledge Base
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- What is Spotler?
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- Setting up the Plugin
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- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- Introduction to Zapier
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- Linking your Workbooks Account to Zapier
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- Introduction to People & Organisations
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- Displaying & Adding Transaction Documents
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- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
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- Invoices
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- Sagelink
- Configuration
- Contact Support
- Releases & Roadmap
Form Layout / Layout Rules Troubleshooting
Last updated : 27th July 2024
Below are a list of frequently asked questions for Form Layouts and Layout Rules. Please click the link for more information:
- How to share and remove Form Layout views for Users and Groups?
- How to add a field to a form layout?
- How do I apply form layouts to record templates?
- Why isn’t a field showing on a record when I open it?
- Why can I not apply a Layout Rule to a Sales Lead?
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