Search Results
Articles tagged "security" returned 23 results.
Page 1 of 3
Teams & security for Sales
Your Accounts might be global but your Sales don’t need to be. Set Opportunity Security Set the security at Opportunity Level to ensure only the right users will be able...
How Can I Restrict Access?
...security levels can be set to user or team security options individually. Info Security can be set up in the Screen Designer area. You need to be an Admin to...
Service Status
UK & Europe Gold-Vision Hosted Service is up and running Last updated 27/01/2024 08:35 Planned Outage for Essential Maintenance: All systems will receive automated security patching from midnight to...
Retired Versions
...4.5 was April 2022. Importantly, Microsoft are no longer providing security patches for the framework exposing a potential security vulnerability. Integration and authentication has moved to Social Authentication tokens and...
DocuSign Integration Overview
...the sales process. Security – DocuSign is fully compliant with the latest legal, industry, and security standards across the globe. All within your CRM – Gold-Vision’s integration with DocuSign means...
Creating An Opportunity
...Menu then click on Forecast Info Please note that forecast list in Gold-Vision includes values from Events and Bookings as well. Security Visibility of opportunities can be controlled via the...
Manage your Sales Team Introduction
...Team & data security management Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM Remove/hide all references to unavailable/confidential data or...
Managing Appointments
...due date or completion status by clicking the edit button Appointment editability follows the normal Gold-Vision security rules. You can limit editing by team using the Access Options and you...
Single Sign On
...enhanced security. Improve password management. Assists with Regulatory Compliance. How to register for Single Sign On To prepare for this, users need do the following Go to https://uk.gold-vision.me/ Click...
Gold-Vision On-Premise Technical Requirements
...IIS/.Net web application A SQL/Server database A Windows file system document store Security Managing user access rights to the system (In conjunction with a GV administrator) Managing administration access rights...
