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Articles tagged "purpose" returned 21 results.
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Setup GDPR In Gold Vision
...data (as per your Privacy Policy). From your Privacy Dashboard Click to add a Purpose from the buttons on the right hand side. Close modal Create a new Purpose and...
Using Privacy Actions in Gold Vision GDPR
Info Gold-Vision Administrators, having defined their GDPR policies, will be able to record a purpose against both Leads and Contacts. This purpose will outline the lawful basis and retention period...
GDPR Definitions
...long you’ll keep it, the lawful basis for processing etc. Link – ICO Guidance https://ico.org.uk/for-organisations/resources-and-support/getting-ready-for-the-gdpr-resources/ Gold-Vision Definitions Purpose – Record why, how long you store personal data for and the...
Using your Sage 50 Integration
...for the purpose of generating sales reports sourced from Sage 50 data. Review purchase history for a customer when they make an enquiry. Create a new campaign based on transaction...
Using your Sage 200 integration
...is a standard solution we can enable for integrations if required. Transaction history is imported to purposed built extension tables within Gold-Vision. Importing transaction history into Gold-Vision allows users to:...
Using Contact records
...Print To print an account record select print from the Action Menu Using Privacy Actions in Gold-Vision – GDPR Users can easily manage manage customer data for GDPR purposes using...
From prospect to customer: Effective lead nurturing through email
...for future use We’ll cover the essentials of lead nurturing, from understanding its purpose and preparing with buyer personas to creating supportive content, segmenting your email list, and using marketing...
Landing Page Forms
...once they have submitted the form. You may wish to design a specific landing page for this purpose, with a thank you or an offer, or back to your business...
Updates
...in Flow View Social Authentication list displays all authentications for users with access to Settings Privacy Dashboard – Purpose Removal Date displays the correct date Links / Relationship options show...
Managing your Exchequer Integration
...modal Exchequer Product to Gold-Vision Product Close modal Close modal Close modal Transaction History The following values are extracted from Exchequer and inserted into purpose build Gold-Vision Transaction History tables....
