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Articles tagged "Name" returned 146 results.
Page 11 of 15
Downloading the Data Import Tool
...as current user’ and add your Gold-Vision Username and Password → Click Connect. Tip Please use your own Gold-Vision address found in the Lead Management section of the Administration Console,...
Importing your data
...name for your import and click to preview the data before import Close modal Info On completion of the import an Import Report will be emailed to you with a...
Mail Tracking Settings
...Apply MailScan Reset To force the mail scanner to scan back to a specific date, set the date and save. This will affect all users. Email Scan Exclusions Domain names...
Monitor And Manage Privacy Data
...how to manage subject access requests: Export Personal Sensitive Data CSV file with Contact name (summary) and all fields which have been marked as personal or sensitive. Note: the fields...
Currencies
...be added via the List Designer). Foreign Currency Prices You can view the prices of all products in a particular currency. To do this, select the Currency Name and then...
Raise a ticket
1 2 3 step 1 of 3 Customer Details Name Email Phone Number Company Job Title Issue Details What kind of issue did you encounter? issue 1issue 2issue 3 Description...
Configuring the Generic Phone Integration
...User’s Name to to open the user record Open the Actions menu Select Integration Profile Settings Select Telephony then Default from the dialog Enter an Extension number (optional) Save Close...
Using the Generic Phone Integration
...menu. Click the Edit gear icon on the main menu Select New Menu Enter a Name for the menu From the list of Views search for Calls Click on Calls...
Configuring Loqate Address Lookup
...and Licence Key. Open the Settings menu Select Users under User & Team Administration Click on the name of a user to open them Enter Edit Mode by clicking the...
Install QuickBooks Online integration
...Insert your username and password and sign in Select the QuickBooks Online Company you want to integrate with: Close modal And click Connect Close modal Once you have connected your...
