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Articles tagged "item" returned 132 results.
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Xero Integration Overview
...choose your inventory item, price, and send. Best customer service Integrating your CRM with Xero will take all your customer’s account information – such as sales history and pricing –...
Create An Event
Close modal Create An Event Use the New Item menu to create a new Event. Complete the relevant fields and save. Close modal Event Details There are some fields which...
Configure Secure Fields
...Close modal In the part of the screen you wish to add the secure field, click the ‘Create New Field’ button. Close modal Select the ‘Secure’ item type from the...
Using Secure Notes
...read by specific users or teams. Creating A Secure Note To create a secure note, firstly create a new note against the item. Close modal In the note window, select...
Portal Management
...inventory of items and more. Configure Account Page Activity Page Activity pages are designed to display data from your Gold-Vision Account records and all types of Activities including: Account...
Configure Activity Page
...Title – enter the Page Title that will appear at the beginning of the page New Item Button Label – the name of the button your users will see when...
Loqate Email Validation Integration Overview
...which items you would like to verify. Loqate Email Validation Integration for Gold-Vision CRM Bounced emails could be a thing of the past when using our email verification integration. Check...
Configuring Loqate Email Validation
...which items you would like to verify. Enable Loqate for Email Validation The first step is install the Loqate Integration from our storefront. Open the Integrations menu Select Loqate Data...
Tags
Tags are words or key phrases that you can optionally assign when creating new Campaigns, Emails, Generic Emails and Landing Pages to help you find your items. Creating a new...
Folders
Folders can be added to Campaigns, Emails and Landing Pages to organise and easily find items. Folders are optional and can be set when creating templates, new emails, landing pages,...
