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Articles tagged "contact" returned 195 results.
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Configuring Time
...the Screen Designer. You may need to contact them for some assistance if you do not have access to this area. Note The above fields can be added to the...
Introduction to Projects
Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...
Item Reports
Item Reports In-item reports can be run against most items in Gold-Vision. From the actions menu → Run Report Account Account Summary, Activities Gantt Chart Contact Activities Gantt Chart Appointments...
Power searching
...set to Partner Referral. To achieve this you would use the ! symbol. For example, !Partner referral. BLANK FIELD Example: All contacts where there is no email address. For example, search for [null] NOT BLANK...
Advise the customer that their subscription is due
...a name and a description. Select the object the date is associated with eg Contact/Profile Enter the Subject line and body of the email You can add information from Gold-Vision...
GDPR Definitions
...This is a Gold-Vision object that holds any Privacy rules applied and also requests made by each data subject (Contact/Lead) Privacy Notice Provided – Records that a Privacy Notice has...
Configure Xero integration
...2. Contact Pushbacks – enable this so that contact changes made in Xero will be pushed back to Gold-Vision: Close modal 3. Tax Code Import – enable this so that...
Configuring the Generic Phone Integration
...modal 5. Testing To test the integration follow the steps below. Enable the phone integration for your own user following steps 3 and 4 above Open the Contact list (from...
Eventbrite Integration Overview
...Gold-Vision automatically. Promote Engage your customers before and after your events. Send an automated invitation campaign, or contact confirmed attendees, using Gold-Vision Connect. The all-in-one solution makes all event information...
Generic Phone Integration Overview
...phone call from within Gold-Vision is quick and easy! Once configured, you can simply click on a phone number linked to one of your accounts or contacts and your phone...
