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Articles tagged "Data" returned 184 results.
Page 10 of 19
Configure your Lead Screens
...data from that list is actioned. Lead Screen Design It is then possible to use the Screen Design facility to customise the layout of the Lead screen. In the Settings...
User Configuration
...see section below. Configuration Manager – This provides access to the configuration options in the Admin Console, but still limits your view of data to your own team access rights....
Automatically creating Project Activities
...Configure and manage data settings Enter a name for the Activity Set an Owner Set a Type To set the start date 2 weeks after the created date, enter the...
Downloading the Import Tool
Importing Leads uses the same import tool as importing data in to Gold-Vision. See Downloading the Data Import Tool for more information. Info You will need to be a Gold-Vision...
Office 365 Contact Synchronisation with Gold Vision
...once you have selected contacts use the “Sync With O365” button to synchronise. Close modal Close modal Data that can by synced from Office 365 The following data that is...
Creating the client using IdentityModel
...only need to know the base-address of the server – the actual endpoint addresses can be read from the metadata: // discover endpoints from metadata var client = new HttpClient();...
Using the Exchequer Integration
...a change to a status as shown below. Close modal Once the change is saved, the integration will push the account into Exchequer. The data you have specified in your...
Managing your Exchequer Integration
...Close modal Select your integration Close modal You can define your field mapping and also the triggers from this page, triggers are created to define the action by which data...
Using Office 365 Contact Synchronization
...“Sync With O365” button to synchronise. Close modal Close modal Data that can by synced from Office 365 The following data that is present in Office 365 against a contact...
