Alerting & Workflow

Data bridge import

...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...

Data Bridge

...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...

Marketing automation introduction

Marketing Automation enhances some of the standard Gold-Vision and additional module functionality and can be applied to the entire customer lifecycle. For instance, automated workflows can be used to remind...

Homepage

...our Reporting & Dashboards course coming soon! Administration User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Integrations LiveChat Microsoft SharePoint Microsoft...

Automate your marketing campaigns

Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? See how the Marketing Automation add on enhances Gold-Vision campaigns by adding automated workflows and...

Administration

User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...

Adobe Sign Integration Overview

Close modal   Move from send to signed in record time. Adobe Sign Integration is designed for seamless simplicity, allowing you to automate document workflows within your Gold-Vision instance and...

What Is GDPR? Including Best Practice

...Assessments (DPIA) will become mandatory for certain circumstances. Privacy impact assessments can become part of your existing risk or project management workflow. Further information is available in the ICO’s guide...

Managing Projects

...follow up actions. Activities can be created manually or workflows can be setup. To create a new Project Activity click the Plus Icon against your Project and select Project Activity:...