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Articles tagged "touch-point-alert" returned 111 results.
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Using Account records
...clicking Note icon. Click here to find out more about Creating & Using Notes. Close modal Tip Tip: Notes can be broadcast via email or alerts to other users. Add...
Using Contact records
...Click here to find out more about Notes. Close modal Tip Tip: Notes can be broadcast via email or alerts to other users. Add Links to a Contact record Setting...
How Can I Use Profiles?
...profiles are… Multiple profiles can be created against an Account and Contact. Profiles make it easy for you keep records up to date. Expiry dates can tigger alerts to remind...
Introduction to Projects
...and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for Projects using Alerts, based on predefined Project Types, Stages and corresponding Activities....
How To Use Reference Numbering
...can be used with email tracking, see ‘Configure Alerts Introduction’. If you want to keep the Reference Number separate, don’t tick Add To Summary. Below is an example of how...
Introduction to Importing Leads
...without compromising the existing data, and potentially triggering duplicate alerts. Typically, this data may be in the form of a csv file from and an exhibition you have attended, where...
SMTP Settings
In order to allow Gold-Vision to send emails a valid SMTP server is required. Gold-Vision sends emails as part of the Alerting module as well as for Note broadcasting. As...
Managing your Sage 200 Integration
The Gold-Vision to Sage 200 integration is designed to run automatically and therefore the integration itself has little administrative overhead. The configuration of Gold-Vision alerts and frequency of jobs processing,...
Gold-Vision 8 Upgrade Planning
...the same. ToDo, Alerts and Recent Events are now in the Action Centre on the right hand side of the screen Close modal Favourites will be converted to a...
Administration
User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...
