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Articles tagged "design_portal" returned 153 results.
Page 10 of 16
Configuring the Adobe Sign Integration
...authentication in the Social authentication list Close modal Screen designing Once authentication has been completed, users need to add the Adobe Sign section to the Gold-Vision items screens where documents...
Intro to Lead Management
...lead list and create leads by using our default view. Configure and design the default view using the Settings and Screen Designer to add fields you will commonly use in...
Creating & Editing Sites
...to the Contact record click on the Plus icon and select Site: Close modal Sites Details Mandatory Fields can be set within the Screen Design, as standard each Site has...
Using Sites
...a different Site: Info Other than for Account and Contact Records Administrators will have to add the Site field on the screen design of the required item. To find out...
Viewing and Uploading Documents
...added by an Administrator user via Screen Design Upload Documents Users can upload documents against Gold-Vision records which can be viewed and downloaded by other users. Go to the documents...
Campaign Introduction
Marketing Campaigns can be designed with multiple stages for various media types and as complex or simple as your requirements need. The Campaigns functionality can be used from both standard...
Email marketing introduction
...to Connect Design your email in Connect using the drag and drop editor, or upload an HTML template designed by an agency Send your mail shot via Connect See all...
Preference centre
...link, they will be presented with the page below: Close modal Info Campaign Types can be amended in the Gold-Vision Administration Console within the Screen Design area against Campaign Stages....
Setup GDPR In Gold Vision
...marked as either “Personal” or “Sensitive” within the Screen Designer area in the Settings area. Typically, you will want to configure Contact fields. Close modal Within Field Security you...
Using Privacy Actions in Gold Vision GDPR
...be logged either for a Lead or a Contact. Info In Screen Designer, available in the Settings area, fields can be marked as either Personal or Sensitive and exported as...
