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Articles tagged "quick-campaign" returned 152 results.
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Report, Calendar, Map and Flows view
...can be dragged and dropped in to different lanes. Close modal Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be saved....
Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Bulk Document Production
...many documents can be generated quickly at once from a filtered list. Tip In order to use bulk document production you will require template generation to be setup on your...
Using The Flows View
...the criteria of your view click to change using the Setup button. Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be...
Configuring Time
...will show you how to configure Time and below you have step by step instructions as well: Setting up a Standard Working Day The initial setup is quick and easy....
Enabling Highlight Rules
Use Highlight Rules against any “Date” or “Numeric” fields. Highlight rules can be useful to emphasise records based on a rule – for instance to quickly identify all records where...
What Is GDPR? Including Best Practice
...are making is compliant. If you do not currently have a GDPR plan in place, the ICO’s Getting Ready for the GDPR will help you to create a quick assessment...
Using the Generic Phone Integration
...it in the box (optional) Save Close modal Making a Call Making a call from within Gold-Vision is quick and easy. Simply find a phone number against a screen, list,...
Configuring Loqate Address Lookup
Overview The Loqate integration is quick and easy to setup and enables users to search for and validate addresses directly from within the product when creating or editing items. In...
Delay sending follow up
...as part of your automated nurture Campaign, but only to the Recipients who opened the first email. Rather than giving the impression that your company is bombarding them with emails,...
