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Articles tagged "touch-point-alert" returned 111 results.
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Updating an Import
...you might at some point use a Data Cleansing Agency to update your data you should add an extra column to your CSV file called Control Column before you import...
Configuring the Generic Phone Integration
Introduction The generic phone system integration allows click-to-dial capability for HTTP-based CTI phone systems from within Gold-Vision. Phone systems that are supported by this integration must offer a RESTful endpoint...
Loqate Address Lookup Integration Overview
...no data. Get accurate address data at the point of entry – guaranteeing reliable and clean data in your CRM. Increase business efficiency, reduce the cost of missed deliveries, and...
Manage Event Bookings
...can be amended at any point whilst it remains Open. Close modal Tip You can add Products to either an Event, Session or Booking if the Event has chargeable elements....
Using the Xero Integration
...pushed from Gold-Vision can be seen on the Contact record in Xero: Close modal Push a Gold-Vision Quote to a Xero Draft Invoice Based on the configuration alerts setup for...
Product News
...ZoomInfo. The release also includes general updates to Reports, Seminar Alerts, Multi Select and lead list views. The Knowledge Hub – June 2023 Introducing the Knowledge Hub! Gold-Vision’s brand new...
Pin to Home Page & Menu
...be opened with the template field data pre-filled as a default, saving time. Close modal Info This functionality replaces and improves on the “Custom Item” alert functionality from version 7....
Creating Activities & Reminders
...from dropdown menu – if not entered will default to “Not Started.” Due Reminder – will create an Alert for the Activity owner which will appear on their Action Centre...
Easy Navigation Tips
...when the start date is reached (and they’ve not been completed). Alerts are your reminders and you can also see Emails and Appointments. Close modal Tip Tip: You can quickly...
Merging Accounts Or Contacts
...losing any information. Close modal Info There is no undo facility and the merging process will not cause Alerts or Triggers to fire. Close modal Info Make sure you select...
