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Articles tagged "reference" returned 36 results.
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How To Use Reference Numbering
...defines how the automatic reference is formatted. Close modal Tip Tip: A list of Tags are available within the Reference Number Settings area. For example: Adding a reference number to...
Import TPS (Telephone Preference Service ) Data
In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...
Preference centre
Managing Campaign Preferences – Connect Link Using Connect you can add a link to your template that will take contacts to the Preference Centre. From here, every contact can manage...
Import types
...existing accounts. Account name or reference, plus profile summary or unique reference. Project Importing projects to existing accounts. Account name or reference, plus project summary or unique reference. Tip You...
Mail Tracking & Calendar Troubleshooting
...track against Gold-Vision items when using reference numbers in the email subject Check if the email subject has the correct reference that matches exactly Check if the Reference Number Alert...
Short Codes
...reference numbers if required, especially if Gold-Vision is integrated with a 3rd party system. Provide a more visible and user-friendly reference for launching a record page. Short codes give each...
Emails Overview
...Assign to Tags– Add to an existing or create a new Tag. Info See Folders or Tags for more information on how to use them with your Emails. Contact Preference...
Email receipt Alert
For example: Link emails with a Support Call reference number to the Support Call. Step 1 Set up the reference number for the Support Calls Step 2 Create the Email...
Creating a Project
...Project and other records. Tip Tip: Adding the Project Reference Number to the Project Summary can be useful for automatically enabling email tracking against the Project. Project References can be...
Brand Settings
...notification emails but not receive your newsletters or promotions. When creating an Email to send you can then set the Contact Preference Type of that email to one of the...
