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Articles tagged "single-sign-on" returned 178 results.
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Email Templates For Alerting
...modal Tip Tip: You can add fields from the relevant Gold-Vision item. You can also add a direct link to the Gold-Vision item (this is only accessible by Gold-Vision users)....
Introduction to Importing Leads
...that data may be incomplete and requiring qualification prior to inclusion in to Gold-Vision. Using the Gold-Vision Import tool you can import the Leads, keeping them separate from your mail...
Setup GDPR In Gold Vision
...via a web form notification. Once the Privacy rules have been setup, click the Bulk Run Privacy Rules option. This will update all existing records in Gold-Vision with the relevant...
Updating an Import
...that you can save time by avoiding the need to Map fields and re-design the Lead Management Screen, and you will just have one lead list. Having an Identical Lead...
Using Privacy Actions in Gold Vision GDPR
...applied to the record. Under The General Data Protection Regulation 2016/679, individuals have the right to access their personal and supplementary information via a subject access request. Such requests can...
Outlook Plugin Troubleshooting
If you are having trouble installing or viewing the Outlook plugin for Gold-Vision, please follow the guidance below. If you are looking for information on how to download and setup...
Products
...added or amended in the Settings – Screen Design area. You may want to capture specific information about your products. Tip Tip: Use the Base Cost field to help you...
Using the Eventbrite Integration
...you wish to view only the Attendees who booked on a particular Session; open your Event, go to Sessions select the session then click on the Attendees tab: Close modal...
Using Loqate Address Lookup
Postcode Lookup Postcode look-ups can be set-up as an automated link from your Gold-Vision which is updated every day from Royal Mail’s Postcode Address File (PAF®). Click here to sign...
Install QuickBooks Online integration
To enable the QuickBooks Online integration for your Gold-Vision system please contact us on support@gold-vision.com Install QuickBooks Online Integration Go to Integrations Storefront and click on Integrations Close modal From...
