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Articles tagged "access" returned 150 results.
Page 10 of 15
Web Form Integration
...leads posted to. You may want to create a new Lead list to match your data source in advance. You will need to Publish the Data Endpoints to access the...
Creating Templates & Template Tags
...to all users as GVTemplates to allow Gold-Vision access to the Word Template files. The templates folder has sub-folders divided by type of template and item type. See your Gold-Vision...
Document Storage
...To enable document storage, simply specify the root location where documents should be stored. The Document Store Root Path should be a path on, or accessible to, the Gold-Vision server....
Outlook Plugin
...button. Enter the web address you use for accessing Gold-Vision, suffixed /legacy Close modal You can also test the connection from this screen. If you use a Gold-Vision server...
Downloading the Data Import Tool
The Data Import tool enables the Gold-Vision Administrator to import large amounts of data into Gold-Vision. You will need to have access to Settings → Lead Management settings to download...
Email Templates For Alerting
...modal Tip Tip: You can add fields from the relevant Gold-Vision item. You can also add a direct link to the Gold-Vision item (this is only accessible by Gold-Vision users)....
Recent Event Settings
Recent Event Settings can be accessed in the Settings area. As an Administrator you can control the types of ‘recent events’ that Gold-Vision logs. Close modal Info To view recent...
SMTP Settings
...an Administrators you can access the SMTP Settings within the Settings area. Close modal Google and Gmail Accounts For these type of mailboxes you will need to use the App...
Setup GDPR In Gold Vision
...marked Personal or Sensitive will be permanently erased from the database. Data marked as Personal will be available on Subject Access Requests. Info The privacy level of Sensitive will apply...
Time Settings
Time can be accessed in the Settings area. As an Administrator you can set the number of hours in a working day, you can select round up or down to...
