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Articles tagged "item-report" returned 188 results.
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Email Templates For Alerting
...modal Tip Tip: You can add fields from the relevant Gold-Vision item. You can also add a direct link to the Gold-Vision item (this is only accessible by Gold-Vision users)....
Monitor And Manage Privacy Data
...marked as Personal or Sensitive are the fields which are erased. If there are personal or sensitive fields stored in other Gold-Vision items, such as profiles or opportunities, they will...
Product Settings
...Appendix B for a list of ISO Codes. Line Item Precision Round By Unit – discount is applied before quaintly multiplication (default mode) Round By Line – discount is applied by line...
Using Google Mapping
...all major lists to allow any geocoded items to be displayed on a map. In order for the map view to be displayed, one geocoded field must be selected to...
Configuring LiveChat Integration
...“Target URL”. Select “Add a Webhook” button. Close modal Setting Group Defaults When a LiveChat is initiated users will have the option to create new items in Gold-Vision. This is...
LiveChat Integration Overview
...a customer or a new contact person. Create new items from chats Turn your chats into new leads or contacts and grow your database. Support agents can create a new...
Disabling & Deleting Users
...any items owned to be transferred to other users – using Bulk Replace. Un-tick the ‘Show on User List’ if you no longer want items allocated to a disabled user....
Viewing Data Sources
...can search for data sources by Name, Dates, Total Recipients and Item Type. On the left-hand side, you can use filters to narrow the list of Data Sources. Filter by...
How To Use Reference Numbering
You can configure automatic reference numbers for items within Gold-Vision via Reference Number Settings within the Settings area. Each item type supports an independent ‘expression’, made up of tags, that...
Advise the customer that their subscription is due
...eg the renewal date by adding the item data field from the drop down. Close modal Step 2 Create a Reminder Alert Conditions – eg: when the Renewal...
