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Articles tagged "reminder" returned 8 results.

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Reminder Alert

Reminder alerts can be set up to show a renewal date is imminent. Example: If an Opportunity has not been updated for specified amount of time, or a renewal date is imminent.

Creating Activities & Reminders

Activities can be used to store details on past or future actions related to Accounts such as arranging meetings, making phone calls or recording issues. Also these can be used to record tasks that relate to a specific Contact, Opportunity, Project, or Campaign. Create Activities from New Menu Go to New Menu than select the…

On Save Alert

When a drop-down option is selected When a specific drop down is selected against the item you are setting up the alert forChoose which drop down field then choose the drop down value or values When a checkbox is ticked When a specific check box is either ticked or un-ticked against the item you are…

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 Receipt Alert Condition : Alert if subject matches Activity ref Action: Link by email subject reference

Configure Alerts Introduction

Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions and Actions. When an alert fires, it will only fire once. If the item is edited and saved and the criteria fields are unchanged, the…

Managing Activities

The Activity main menu enables users to perform different actions to the Activity record

Creating Appointments

Create a New Appointment Appointments can be created from the New Menu or from the Plus Menu against Account, Contact, Activity, Opportunity and Project records: