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Articles tagged "single-sign-on" returned 178 results.
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Categorise Your Data
Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...
Creating Appointments
...list. Gold-Vision Reminder Alert If you select a reminder option then all users who have not declined the appointment will receive a Gold-Vision alert at the selected time before the...
Gallery
...or upload the files against the Gold-Vision record. Close modal Click here to find out how you can Screen Design the Gallery Section on the Gold-Vision records screen. ...
Introduction to Sites
Close modal What are Sites? Sites have been introduced as standard functionality in Gold-Vision to offer the ability to use and assign multiple addresses to different Gold-Vision items like: Account...
Mobile Device Access
Gold-Vision 8 is fully mobile responsive When accessing the product on a mobile or tablet device the view will scale down accordingly and provide a collapsed version of the information...
Viewing and Uploading Documents
...section and click on the folder you want to upload the file to: Close modal Info Please note that Documents section needs to be screen designed on the items screen...
Campaign Introduction
...Gold-Vision and Lead Management data. In Gold-Vision campaigns you can also build source lists for use with Outlook email, phone, letter, SMS, Gold-Vision Connect or Export to a csv file...
Campaign stage types
Connect Running a stage with the Media type set to Email (Connect) will upload the recipients to Gold-Vision Connect. From there you can design your email and send it. Close...
Create a campaign stage
Campaigns can be designed with one or multiple Stages, as complex or simple as your requirements. Stages define the medium you use to send your campaign (e.g. Connect Email, Phone,...
Data privacy opt in
...Connect Gold-Vision integrated with Gold-Vision Connect provides you with a trusted database of opted-in contacts who can easily be identified for ongoing communications. You can add a link to a...
