Search Results
Articles tagged "search" returned 57 results.
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Searching and Filtering Lists
...– this will return all contacts that have ‘brown’ in their name Power Searching Power searching allows users to filter lists with a range of searches such as: Search Expression...
Power searching
...– BB19 you would put BB1[ ] NUMERIC SEARCHES NUMERIC SEARCHES Tip Tip: Don’t forget about the search helpers at the top of most Gold-Vision lists for simple searching and...
Search Everything
Users can search in the whole system using Keywords Type into the Search Everything field in Gold-Vision Close modal Narrow the Search Clicking Filter Item Types will allow you to...
Mail Tracking
...on installing an using the Outlook Plug-in can be found here. Search Emails There are two option to search emails in Gold-Vision In the Correspondence Section If the Correspondence section...
Short Codes
...activity could be OPA-276. Tip Tip: You can also search for the short codes in the ‘Search Everything’ bar at the top of the screen. You’ll need to ensure...
Touch Point Rules
...TweetSearch all Tweets Replied to our Tweet Followed Us Re-tweeted our Tweets Mentioned us in a Tweet Search all Tweets Filters If you choose ‘Search all Tweets’ you must enter...
Using Loqate Email Validation
...verified but not the actual user’s mailbox. Pending are shown in amber. Searching for Contacts by Validation Status In addition to your usual search in the Email column you can...
Getting Started
...List, Alerts, Emails, and Calendar Appointments. Close modal Global Search Also visible wherever you are in Gold-Vision is the global search bar. From here you can search for any item...
Creating & Using Notes
...will appear in the correspondence area to help differentiate between normal notes and phone notes. Close modal Search Notes There are two main options for searching notes: Option 1 –...
Re Assign An Opportunity To Another Account
Opportunities can be moved from one account to another. Click Edit and use the search button within the account field to search for the Account you want to reassign the...
