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Articles tagged "highlight-rules" returned 45 results.

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Enabling Highlight Rules

Use Highlight Rules against any “Date” or “Numeric” fields. Highlight rules can be useful to emphasise records based on a rule – for instance to quickly identify all records where...

How to use Highlight Rules

How to use highlight rules....

Screen Designer

...fields for use with GDPR settings – see ‘Using GDPR in Gold-Vision‘ Configuring drop options for Dropdown fields – See ‘Amending Drop Options‘ and create Highlight Rules Setting Fields Defaults...

How to use follow up rules

Create Follow-up Rules Upon creating a Follow-Up Stage, you can choose to add a Rule. Rules can be used in a number of scenarios, for example, if you want to...

Touch Point Rules

...page, irrelevant of how long they spend on the page. Close modal Tip When setting up your Web Tracking rules we recommend a ‘catch all’ rule – with no URL...

Report, Calendar, Map and Flows view

...modal Drill-down Click to view Day/Week/Month/Schedule view. Highlight Users can highlight (categorise) the calendar view by selecting an option from the Highlight drop down from the toolbar. When the user...

How to create Touch Point Rules

How to create Touch Point Rules....

Setup GDPR In Gold Vision

...define the fields such as Lawful Basis, Duration and Removal Date Mode. These should match your agreed internal Privacy Rules. Close modal Configure Privacy Rules Click to create a new...

Updates

...field selector when changing field in a sub-list Highlight Rules are displayed in the list view Widgets / Dashboards / Reporting View stats option now available on Unit Price column...

GDPR Definitions

...lawful basis for processing personal data according to ICO Article 6 https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/ Privacy Rules – Set up automated system rules to apply the purposes you have created. Privacy Log –...