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Articles tagged "email_template" returned 222 results.
Page 12 of 23
Managing your Leads
...Working on Leads Close modal Email – if there is an email address you can click to email. Please note emails to Leads are not tracked in Gold-Vision. Call –...
Outlook Plugin
The Gold-Vision Add-In tab is available on both the main Outlook ribbon (when looking at Emails or Contacts/People) and within individual email messages. To add a message Gold-Vision, select it...
Marketing Settings
...the volume of emails within a given number of days. Limit by Type allows you to limit the number of emails that can be sent based on the email type....
Apache Log4j
Log4j is an open-source Java logging library developed by the Apache Foundation. It is widely used in many applications and is present in many services as a dependency. Gold-Vision...
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...
How Can I Use Profiles?
...you on renewals or expiry dates. You can easily create Template Documents. For example renewal notifications and reminders. The Profile list view enables you to easily analyse data, create dashboards...
Document Storage
Configure Document Storage Document Storage is available within the Settings > Document Storage Gold-Vision can be configured to automatically save documents created from templates to a pre-defined location. Close modal...
Document alerting
...add a condition which will be ‘when this template is selected’ which will create a document. You also have the ability to see when documents have been generated by the...
DocuSign Integration Overview
...the DocuSign integration can take care of it. Be more efficient Quickly set up templates with the Gold-Vision DocuSign integration. You can create, manage and send fully-branded PDFs to required...
Xero Integration Overview
...consolidated view. Inspect customer and transaction history and create interactive reports in real-time without leaving your CRM. Simple quote creation Create professionally branded quotes using customisable templates in minutes. Simply...
