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Articles tagged "portal_integration" returned 123 results.

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Updates

...recipients for a campaign source, events or language labels when you have a SharePoint Integration Charts showing the Bounced field from the Campaign Contact Recipients list now shows true and...

Retired Versions

...database if you are currently using it. Gold-Vision 8 includes modern security controls and a much improved user interface and integrations. Please get in touch with us on support@gold-vision.com should...

Capture, Manage & Nurture Exhibition Leads

...Touchpoints during your Exhibition with the use of either a Lead Forensics or OnMonitoring Integration which can provide web tracking history. If you use Twitter or Facebook you may want...

Use Google to Map your Sales

...to create the optimum route for sales visits or see who else is nearby when planning routes. Close modal Click here to find out more about Google Mapping Integration.  ...

Overview (web, email, social)

...link, forwards an email, replies to an email or opens an email: Close modal Social Touch Points Social touch points will record data captured through our Facebook integration. You will...

Outlook Plugin

...within the Inbox (or other folder) or open the item, then click Add Message to Gold-Vision. Note: We aim to offer customers the best and most stable Outlook integration possible....

Import TPS (Telephone Preference Service ) Data

...dial out via Gold-Vision Phone integration to numbers that are included on the TPS list. How to import the TPS file Once you have the list of the phone numbers...

Financial Entities

...To create a new Financial Entity use the New Icon. Close modal Info When creating a new Financial Entity, the External ID is a unique 3rd party code for integrations....

Support and assistance

API support can be purchased if required for assistance with API development. Depending on your integration there may be a requirement for your instance to be covered by ‘Club Support’....

Requesting Access

The Gold-Vision API provides a full restful interface by which data integration to Gold-Vision CRM can be achieved. Access to use of the API is subject to a successful application...