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Articles tagged "contact_sync" returned 207 results.
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General
Use General Settings to make changes to your Language, Date and Currency Format options. Close modal Contact Preferences The ‘show all brands on contact preferences’ option controls whether all brands...
Report, Calendar, Map and Flows view
...View is the most popular view in the system and this will display a list of all the items e.g. list of all Contacts in the system Calendar View Lists...
Creating Activities & Reminders
...to record tasks that relate to a specific Contact, Opportunity, Project, or Campaign. Create Activities from New Menu Go to New Menu than select the type of activity you want...
Configuring Sites
...field will automatically be added to the Account Primary and Billing address and Contact address above the First line of the address: Close modal Close modal Info Please note the...
Campaign stage types
...modal Info You need to be a Connect user to be able to use this feature. Contact your account manager to find out more Outlook To run an Outlook email...
Using Touch Points
Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...
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...
Configuring Time
...the Screen Designer. You may need to contact them for some assistance if you do not have access to this area. Note The above fields can be added to the...
Introduction to Projects
Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...
Item Reports
Item Reports In-item reports can be run against most items in Gold-Vision. From the actions menu → Run Report Account Account Summary, Activities Gantt Chart Contact Activities Gantt Chart Appointments...
