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Articles tagged "Settings" returned 172 results.
Page 15 of 18
Automatically creating Project Activities
...Configure and manage data settings Enter a name for the Activity Set an Owner Set a Type To set the start date 2 weeks after the created date, enter the...
Email Templates For Alerting
Email Templates can be set within the Settings area. Close modal The Email Templates option allows you to design email templates which are used when an alert sends emails. Templates...
GDPR Definitions
...the Screen Designer in the Settings area. Subject Access Requests Individuals have the right to access their personal data and supplementary information. The right of access allows individuals to be...
Gold Vision Import Report
...log file as an attachment which explains which row(s) failed and the reason for the failure. Configuration for receiving a Gold-Vision Import Report Email The SMTP Settings must be configured...
Introduction to Importing Leads
...Gold-Vision Data. Importing Leads Steps Configure Lead Management Settings Prepare your data Download the Data Import Tool Import your Leads Configure your Lead screen Assign leads Qualify, progress leads, promote...
Using Privacy Actions in Gold Vision GDPR
...be logged either for a Lead or a Contact. Info In Screen Designer, available in the Settings area, fields can be marked as either Personal or Sensitive and exported as...
Financial Entities
Financial Entities are a solution that enable Gold-Vision to process data sets relating to multiple financial packages, i.e. Sage and Exchequer. Financial Entities can be accessed in the Settings area....
Price Lists
Multiple Price Lists can be used with the Quotation and Product areas. You can view and manage Price Lists in the Settings area. Adding A Price List New Price Lists...
Product Groups
...Product Groups to allow for better management of the product catalogue, especially when used for quoting. New Product Groups can be set up in the Settings area under Product Groups....
Using the Eventbrite Integration
...on the settings in the Gold-Vision admin console. You can choose to re-assign Contacts to an existing Gold-Vision Account, or to a new Account. If this is the Booking Contact...
