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Articles tagged "mail" returned 177 results.
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Create Event Sessions
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
Create a Delegate List
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
Configuring the Adobe Sign Integration
...is updated automatically) Tip Tip: if you don’t add any Adobe tags, depending on how you have set Adobe up, the signature and email tags will automatically be added...
Address Lookup
...is updated every day from Royal Mail’s Postcode Address File (PAF®). This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with...
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
Linking Items
...Account/Project/Opportunity/Activity – these linked contacts can be included for emailing from that item by selecting Member from the Email area within Actions. Close modal Multi-Select Link Use the Select button...
Managing Appointments
...may be added. Notes are then visible under the Correspondence section. Click here to find out more about Notes. Use document templates to send a letter or an email. More...
Using Account records
...clicking Note icon. Click here to find out more about Creating & Using Notes. Close modal Tip Tip: Notes can be broadcast via email or alerts to other users. Add...
Create a ‘Cherry Picked’ source
...Source updates it based on your filters or added Accounts and Contacts. Info You can open your source to review any invalid recipients e.g. missing email addresses or contact preferences....
Add/exclude recipients to a stage
...click and drag into the Included column. Close modal Exclude Recipients Imagine you are sending out a newsletter campaign email to all of your customers, but you know that a...
