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Articles tagged "using_portal" returned 244 results.
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How to send an email with Connect
...relevant option. From this area you can continue to make any final tweaks and edits to your template by using the drag and drop designer as normal. For more information...
Lead capture
By using web tracking touch points in Gold-Vision you can identify when your leads visit important pages on your website. These may be specific product pages, your pricing page, or...
Managing data privacy
...resource, you can use automation to manage the heavy lifting. Automatically Managing Data Privacy Using Marketing Automation, you can set up a simple automated flow to ensure any new contacts...
Viewing & Reporting-Time / Units
...Total – represents the total Units logged by each user Time Reporting Report on Time / Units logged Using Dashboard functionality users can report on time / units logged Gold-Vision....
Introduction to Time
...(i.e. 100 tickets for net £5,000). Do I have to use Products? If you are not using products the Simple Time Management will allow you to add an Estimated Time...
Creating Templates & Template Tags
Introduction Gold-Vision can generate Word documents from almost any item by using predefined Word Template (.dot) files. The template file may contain Gold-Vision “tags” which are substituted with the corresponding...
Screen Designer
...fields for use with GDPR settings – see ‘Using GDPR in Gold-Vision‘ Configuring drop options for Dropdown fields – See ‘Amending Drop Options‘ and create Highlight Rules Setting Fields Defaults...
Configure your Lead Screens
...can be also be configured using the screen design tool. Default Fields The following fields will appear by default on the screen: Summary Company Main Phone Website Post/Zip Code First...
Single Sign On
...the Register button Register using your main email address (the one you have recorded against your Gold-Vision user) Once registered, you can also set up two factor authentication on this,...
User Mail Tracking Setup with Basic Authentication
...Exchange, Office 365 or Google) by using a service on the Gold-Vision server to access users’ mailboxes and track emails. Click here to find out more about setting up the...
