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Articles tagged "single-sign-on" returned 178 results.
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Email marketing introduction
Connect is Gold-Vision’s integrated email marketing module, offering all the benefits of a professional high-volume email marketing application without the headaches of managing an extra database. Close modal Info To...
Lead capture
...the administration console and choose one or more specific pages that are of interest. Don’t forget to tick the box to create new Leads if they don’t already exist. Step...
Preference centre
...on Gold-Vision and can be viewed by filtering the Campaign Type and selecting Subscribed – Yes. Close modal This information can also be screen designed onto your Contact records: Close...
Touch point automation
Use Touch Point Automation With touch point automation, you can automate your alerting based on touch points for any Gold-Vision account, contact or lead. You can then use this information...
Using Touch Points
...blank if you have not yet configured Touch Points in the Administration Console. For help with this see your Gold-Vision Administrator If it does, then Gold-Vision will automatically assign that...
Web Form Integration
...form. Close modal You can now create and map the required fields on your forms solution to match with the fields in Gold-Vision. The additional information tab above will provide...
How to Set up the App Password for Google / Gmail Accounts
...on Once 2SV is set-up the App Passwords option will then be available Close modal Click App Passwords option and confirm mailbox password Close modal Select app option then Other...
Enabling Highlight Rules
Use Highlight Rules against any “Date” or “Numeric” fields. Highlight rules can be useful to emphasise records based on a rule – for instance to quickly identify all records where...
Filtering Sublists
When viewing Sublist’s against an Object in Gold-Vision you can set default filters. This will allow users to access relevant information quickly against an item as well as adding extra...
Using Standard Paragraphs in Advanced Mode
...Settings search for Standard Paragraphs, click new, enter name, the text Close modal Once created the paragraph can be added to the screen design. Select the field → Configure Close...
