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Articles tagged "contact" returned 195 results.
Page 14 of 20
Linking Purchased Time
...to the Gold-Vision Record: Close modal How to Log Time against a Time Product Sales You can log Time against an Account, Account Activity, Contact Activity, Project, Project Activity Opportunity,...
Linking Purchased Units
...product to the Gold-Vision Record: Close modal How to Log Unit against Product Sales You can log Unit against an Account, Account Activity, Contact Activity, Project, Project Activity Opportunity, or...
Simple Time Management
...total / breakdown of time entries is then displayed on the Gold-Vision record. The Log Time functionality is available against an Account, Account Activity, Contact Activity, Opportunity, Opportunity Activity, Project...
Standard Reporting
...Depending on your installation, reports can be scheduled for automatic distribution. To have this set up or to discuss the options, contact your Account Manager. Gold-Vision contains a large number...
Web Form Integration Overview
...unqualified. Please contact your account manager to enable the web form integration. At Gold-Vision we have setup Web Form Integration with our website to capture demonstration requests. A potential customer...
Filtering Sublists
...navigating around Gold-Vision using the Opportunity as an example. Close modal This is also very helpful when reviewing particular dates as seen above with the Campaign Sublist against a Contact....
Outlook Plugin
The Gold-Vision Add-In tab is available on both the main Outlook ribbon (when looking at Emails or Contacts/People) and within individual email messages. To add a message Gold-Vision, select it...
Short Codes
...based on the Gold-Vision object. The code will take the first 3 letters of the Gold-Vision object within the prefix. For example account ACC- 3280 contacts CON-187 opportunities OPP-2202. For...
Single Sign On
...which can be done from the options after log in. Once complete you will be activated and can use these credentials to log in to Gold-Vision. Please contact support@gold-vision.com so...
Touch Point Rules
...we want to create a Lead so this box is ticked. Close modal Linking When a Touch Point is imported Gold-Vision will try to match the data against Contacts, Accounts...
