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Articles tagged "user-defined" returned 242 results.
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Using your Sage 200 integration
...is a standard solution we can enable for integrations if required. Transaction history is imported to purposed built extension tables within Gold-Vision. Importing transaction history into Gold-Vision allows users to:...
Using Google Mapping
Introduction Gold-Vision’s Google Maps integration allows users to visualise their CRM data in an entirely new way. Customer, supplier and prospect records can now be displayed through an interactive map...
Connecting to your ZoomInfo Account
...Private Key – The private key must include the ‘—–BEGIN PRIVATE KEY—–‘header and ‘ —–END PRIVATE KEY—-‘ User Name – The username of the user who created the credentials Client...
Campaign Settings
...Navigation for information on how to use the Search, Folder and Tag options on this list. Info See User Management to learn how to add users to your Marketing Workspace....
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
Creating & Using Notes
...tick this option if you would like to send the note via email to a specific user(s) Notice Board – tick this option if you wish to send the note...
Your To Do & Alerts List
Your To-Do list This shows your Activities when the start date is reached (and they’ve not been completed). Users can open activities from the To Do list complete them or...
Action Centre
...: Close modal Your To-Do list This shows your Activities when the start date is reached (and they’ve not been completed). Users can open activities from the To Do list...
Correspondence
...list view and users can click on each item to view the details Close modal Filtering Correspondence items To quickly find specific notes or emails users can filter the correspondence...
Edit Account and Contact Addresses
Account and Contact address details are held within the Site record. To edit an Account or Contact address details users will have to edit the Site record. From the Account...
