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Articles tagged "Settings" returned 172 results.
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General Navigation
...list: Close modal New Folder To create a new Folder Click on the + Icon. Enter a Folder Name and click Create. Folder Settings Click on the Settings Icon. Select...
User Management
...can access your Marketing instance. Basic – Basic users have access to all areas of Gold-Vison Marketing except for global settings. Administrator – Administrator users have access to all areas...
Folders
...modal New Folder To create a new Folder Click on the + Icon. Close modal Close modal Enter a Folder Name and click Create. Folder Settings Click on the Settings...
Tax Codes
Tax Codes can be managed in the Settings area. New Tax Codes can be set up by selecting the New Icon. Close modal You can edit Tax Codes that have...
Configuring Modern Authentication for Gmail
Pre-Requisites Users must be using GSuite including Gmail business email. GSuite must be setup with a company domain. The GSuite user must be an administrator in order to create a...
Styling
To make it your own you have the ability to style the Portal to meet your brand criteria. For example: you can add a logo, change the font and colours....
Loqate Email Validation Integration Overview
Close modal Gold-Vision’s integration with Loqate Email Validation allows you to increase your email delivery rates, improve your sender reputation and advance your customer communications by allowing you to verify...
Using the Adobe Sign Integration
...saved in your eSign document area. Tip Tip: if you need to change the sender details, you will need to edit your Adobe account holder name in account settings. What...
Configuring the Adobe Sign Integration
...from the Settings menu navigate to Social Authentication Close modal Adobe Sign Social Authentication You will need your Adobe Sign Username and Password for this step Close modal Info Sign...
Teams & security for Sales
...owner of the opportunity has access Close modal Info Note: The field called Security might need to be added to your Opportunity screen – see our Settings to find out...
