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Articles tagged "The Basics" returned 386 results.
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The Basics Part Two
Who is it aimed at? All Gold-Vision users. What does it cover? This webinar is the second Gold-Vision Basics webinar where we explain how to use Activities to manage your...
The Basics Part One
Who is it aimed at? All Gold-Vision users. What does it cover? This webinar is the second Gold-Vision Basics webinar where we explain how to use Activities to manage your...
Account Portal Management
...Access – make the space visible to the contacts associated with the roles. Click on the Save button. View the Portal Close modal You can view the Portal at...
Updates
...the Screen Designer. The Project screen will still open in the Screen Designer even if the Stage field has previously been removed from the screen. When editing the Touchpoints list...
What Is GDPR? Including Best Practice
...of access The right to rectification The right to erasure The right to restrict processing The right to data portability The right to object The right not to be subject...
Mail Tracking & Calendar Troubleshooting
When Gold-Vision mail tracking is not working as expected their can be a number of reasons behind the cause. The below is a review of the most common cases to...
Using DocuSign Integration
...drop the file Close modal Once you have added the file in the Documents section send the file via DocuSign using the eSign Section: Close modal On the eSign Section,...
Configure Account Page
...homepage which will be the first page the users will see when they access the portal. Editable Roles– allows you make the space editable to contacts with the user roles...
Getting Started
...record by using the + icon at the top of the screen. Depending on what type of record you are viewing, the options of what you can add will vary....
