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Articles tagged "Data Management" returned 240 results.
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What Is GDPR? Including Best Practice
...rules and regulations on data collection and data processing will allow individuals enhanced rights to access or withdraw their data. This new legislation will replace the existing Data Protection Act...
Data Bridge
Data Bridge for Gold-Vision CRM Enable automated importing of sets of data into Gold-Vision, to create and/or update records. The Data Bridge allows imports of multiple data sets from different...
Data bridge import
Data Bridge for Gold-Vision CRM Enable automated importing of sets of data into Gold-Vision, to create and/or update records. The Data Bridge allows imports of multiple data sets from different...
GDPR Definitions
...data” specifically this includes genetic data, and biometric data where processed to uniquely identify an individual. https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/special-category-data/ Tip Tip: Fields in Gold-Vision can be marked as personal or sensitive using...
Preparing your Lead Data
...This will enable the import tool to identify what happens with the data ie whether the data should updated, inserted or deleted. The Lead Management system can create some...
Preparing your data
The key to a successful data import is the preparation of your data. Following these steps will help ensure there are fewer errors in the files which are returned to...
Account Portal Management
...Management This option is only available on the Contacts sublist and allows you to manage access to the role management section in the portal. Close modal Access Roles – allows...
Intro to Lead Management
With Gold-Vision’s Lead Management Tool you can capture, de-duplicate, score, qualify and allocate your leads with ease. Use the tool to manage your leads separately from your main Gold-Vision data....
Role Management
Creating a new space In the Settings area search for Portal Management. A Role can be assigned to Contacts, Pages and Sub-lists to give various permissions to the User to...
Downloading the Data Import Tool
...the Data Import tool. Download the Data Import Tool Go to Settings (Gear icon) → Lead Management Settings → click the ‘ Data Import Tool’ link to download. This short...
