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Articles tagged "multi-select" returned 259 results.
Page 13 of 26
Mail Tracking Settings
...in the “domain.com” domain. Internal Email Domains Internal email domains format = domain.com multiple can be comma separated. This is important to prevent tracking of internal mail. Mail Forms Information Associates a...
Preparing your data
...by using the text to columns functionality in Excel alternatively if this moves your data into multiple columns for a large portion of your data we may be able to...
Financial Entities
Financial Entities are a solution that enable Gold-Vision to process data sets relating to multiple financial packages, i.e. Sage and Exchequer. Financial Entities can be accessed in the Settings area....
Book a Webinar
These are standard sessions and are provided on an open basis so that multiple customers can participate, therefore a standard Gold-Vision set up will be used, which may be different...
Using Lead Forensics Data
...list in Gold-Vision is designed to collate data from multiple sources in a single view so that rules, scoring and follow up actions can be created. Links to the Touch...
Adobe Sign Integration Overview
...between multiple views and programs. Instead, enjoy at-a-glance document status overviews, in-built search functionality, and the ability to edit documents within your CRM before sending. Secure document transfer Send and...
DocuSign Integration Overview
...signatories straight away from anywhere and to any device. Simple to use Remove the hassle of having to switch between multiple views and programs. Instead, enjoy at-a-glance document status overviews,...
Microsoft Dynamics NAV Integration Overview
...pushed into Gold-Vision in multiple formats, including fields against the Gold-Vision account, transaction history lists, and line lists. Streamline processes Gold-Vision’s integration with Microsoft Dynamics NAV can be used to...
Microsoft SharePoint Online Integration Overview
...clunky permissions settings and remembering multiple sign-ins. Instead, simply set up your team rules in SharePoint so that only the right people have access to the right information and use...
Xero Integration Overview
...sale within your CRM. It’s easy to manage your invoices, track payments, and billing histories. With other features such as applying tax codes, product categories, and multiple currencies – you’ll...
