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Articles tagged "user" returned 230 results.
Page 13 of 23
Creating A Table
...type by Account Manager: Close modal Close modal If you select the option Make available for other users to add, they can add it via the Add Widgets option in...
Screen Designer
...Defaults can be set for ‘Text’, ‘Numeric’ and ‘Checkbox’ fields via Screen Designer. Gold-Vision end users will see these defaults appear in their respective fields when creating a new item....
Import TPS (Telephone Preference Service ) Data
In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...
Configure Alerts Introduction
...(Note – this is only available to Marketing Automation) Note Alert – when a Note is added or edited by a user In addition to this, there are also Note...
Gold Vision Import Report
A data import may fail due to incorrect mappings or invalid data. If an import fails, a Gold-Vision Import Report can be emailed to the user. The report contains a...
Import types
...available account activity fields. Account name or Reference/External ID. Activity summary or reference number. Account Contact Basic Importing accounts and contact with only simple information. Does not include user defined...
Marketing Settings
Marketing Settings can be accessed in the Settings area. Close modal Sync Connect Users option will sync all Gold-Vision users to Gold-Vision Connect. The Sync Connect Campaign Types can be...
Generic Phone Integration Overview
Close modal The Generic Phone integration allows users to dial numbers from directly within Gold-Vision by simply clicking on them. Generic Phone Integration for Gold-Vision CRM Making a...
Introduction to Marketing
Who is it aimed at? Gold-Vision Marketing users. What does it cover? This webinar has been designed to provide an ‘Introduction for Marketing Users’. We will explain how to create...
Microsoft SharePoint Online Integration Overview
...such as activities and projects, contacts, and accounts. Easy file viewing and editing – Gold-Vision allows users to view a list of files and folders from linked Sharepoint Online folders....
