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Articles tagged "The Basics" returned 386 results.
Page 11 of 39
Creating A Gauge Chart
...minimum value the maximum value the current value depicting how far from the maximum you are. Alternatively, you can have up to 4 thresholds between the minimum and maximum values...
Design Tools and Functionality
...These are created to contain the content blocks placed within them. Settings: The Settings tab allows you to edit the overall structure of your email template, with options including content...
Data Bridge
...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...
Run and re run a stage
Run a Stage There are two ways to run your campaign stage From the Campaign In campaign view, click the play button: Close modal From the Campaign Stage Alternatively, you...
Downloading the Data Import Tool
...the new URL which includes ‘legacy’ Configure the Import Tool After downloading and installing the import tool, run it. Enter the URL found on the Lead Management Settings > Data...
Using Secure Notes
Introduction to Secure notes The Secure Notes feature allows a user to create a note with an additional layer of security. The body of the note is recorded in the...
Adobe Sign Integration Overview
...allows the recipient to sign them electronically. The signed documents will then automatically get saved in Gold-Vision. Documents can be created and sent from any item in Gold-Vision that has...
Data bridge import
...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...
Setup GDPR In Gold Vision
...within the Privacy Dashboard in the Settings area. Close modal The Privacy Dashboard will provide the steps which you need to complete. Close modal Identify Personal Data Fields can be...
Configuring Modern Authentication for Office 365
...only be retrievable once. IMPORTANT: Gold-Vision will need the Client Secret Value, not the ID 16. Select the overview option from the menu. 17. Make note of the ‘tenant id’...
