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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
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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...
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...
Import TPS (Telephone Preference Service ) Data
...file and select the file you have previously saved on your machine. Gold-Vision will then import and match the phone numbers with the numbers already in your Gold-Vision. Close modal...
Configure Alerts Introduction
Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions...
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)....
Preparing your Lead Data
...Gold-Vision destination record. See Using the Data Import Tool For instance, you may want specific fields imported into Lead Management which are not then used in the Gold-Vision Account record....
Book a Webinar
...customers can participate, therefore a standard Gold-Vision set up will be used, which may be different to your specific Gold-Vision configuration. Gold-Vision Webinars are free of charge to Gold-Vision customers....
Additional Fields
...to get them back out too. More information can be found on your Gold-Vision API OpenAPI Specification to access this replace YOUR-GOLD-VISION-URL with your URL in the following format https://YOUR-GOLD-VISION-URL/api...
Managing your Sage 200 Integration
The Gold-Vision to Sage 200 integration is designed to run automatically and therefore the integration itself has little administrative overhead. The configuration of Gold-Vision alerts and frequency of jobs processing,...
Enabling 365 Contact Synchronisation
...Gold-Vision to your individual O365 account or enable import of Contacts from O365. Enabling Contact Synchronisation Your Gold-Vision Administrator will need to complete the setup to activate the O365 synchronise...
