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Articles tagged "categories" returned 16 results.

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Legacy Touch Point Settings & Categories

...the interval and retention of touch points and touch point scores. Close modal Touch Point Categories New Touch Point Categories can be set up within the Actions menu. Close modal...

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...

Category Management

...Toggling the Propagate or other options will not affect existing applied Categories. Categories By Item Type Item Type will allow you to view and manage Categories by item. Close modal...

Using Account records

...unlimited numbers of Categories may be added to items. Categories are centrally managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with...

Updates

...Notes list. Bulk Select option removed from Notes list. Spaces now possible in Category names in Category Management. Changes to existing categories are saved when adding new categories or deleting...

Using Contact records

...Categories may be added to items. Categories are centrally managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with Outlook items as...

GDPR Definitions

...may need to do this if you undertake large-scale data processing or record special categories if data. If you don’t need to carry out a DDIA you will need to...

Using Touch Points

...pages visited underneath the arrow. Close modal You can define your own touch point categories and associate a colour to each category. Close modal You can find out how to...

Touch Point Rules

...a linked OnMonitoring or Lead Forensics account If you plan to track your email marketing you need a Gold-Vision Connect account If you wish to use Touch Point categories these...

What Is GDPR? Including Best Practice

...and freedoms of data subjects, the processing is not occasional, or the processing includes special categories of data as defined in Article 9. When you consider how often you deal...