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Articles tagged "opt-in" returned 185 results.

Page 14 of 19

Introduction to Time

...and easily create a Summary report for your customers and internal reporting. You can also create Dashboards and Reports using the Time Entries Data Source and Time / Unit options....

Creating A Count

...to Home Page Dashboards. Close modal Click on the 3 dots to pin to a Homepage Tip Tip: Widgets created from filtered lists will retain their filters when pinned to...

Web Form Integration Overview

...data. You can use the web form integration to capture this data automatically into Gold-Vision. Lead Management is the best method to capture these leads as typically this information is...

Web Form Integration

...web form integration to capture this data automatically into Gold-Vision. There are options for capturing this data. Lead Management is the best method to capture these leads as typically this...

User Interface Settings (Notes & What’s Next)

...be found in Settings – General Settings – UI Settings. Close modal What’s Next As an Administrator you can set how long the ‘What’s Next’ option is displayed. Close modal...

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...

User Language Labels

Gold-Vision can be used in languages other than English. Adding a New Language in Gold-Vision In the User Language Labels area of the Settings area you can import labels for...

User Roles

...in Drop Downs within the Settings area, under Member Roles. Close modal Within an Account record, using Add Members within the Actions menu, you can select a role and a...

What Is GDPR? Including Best Practice

...to be provided in clear, concise and easy to interpret language. Check your procedures against the 8 rights individuals have within the GDP The right to be informed The right...

How Can I Restrict Access?

...security levels can be set to user or team security options individually. Info Security can be set up in the Screen Designer area. You need to be an Admin to...