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Articles tagged "contact" returned 195 results.
Page 15 of 20
User Configuration
...area. Close modal Setting up a New User (Cloud) If we host your Gold-Vision in the Cloud please contact our Support Team with the following details so we can setup...
What Is GDPR? Including Best Practice
...page and any other relating to GDPR created by Esteiro Business Solutions Ltd is only intended to provide general guidance. Please contact a legal representative for any formal legal advice....
How Can I Restrict Access?
...example the sales team may need a different view of an Account to a support team. Setup Account Security On an Account/Contact in the Admin area you can setup User...
Import TPS (Telephone Preference Service ) Data
In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...
Email receipt Alert
...Receipt Alert Condition : Alert if subject matches Activity ref Action: Link by email subject reference Close modal Tip Tip: Set up Email receipt alerts for your key contacts so...
Geo Settings
...area. Once Geocoding has been set up, this screen will show the status of Geocoded items. Close modal Info Please contact support@gold-vision.com for assistance with the set up of Geocoding....
Marketing Settings
...modal Overall Limit allows you to set a limit on the number of emails a contact receives in a given time period. This overall limit can be left blank or...
Note Alerts
...you that whenever a note your account has been added. Example 3 if you utilize contact activities for your customer support process, you can keep your customer service team...
Touch Point Alert
Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they...
Logs & Log Settings
...days. Tip Tip: If you encounter any issues when using Gold-Vision it can be very useful to contact our support team and also email support@gold-vision.com copies of the log files....
