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Articles tagged "data_privacy" returned 187 results.
Page 15 of 19
Automatic Email to confirm a call has been logged
...Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down. Close...
Importing your Leads
...Import Download the Gold-Vision Import tool, and switch to the Lead Imports tab. Close modal Start a new import and select your file (see preparing your Data) Map the fields...
Mail Tracking & Calendar Troubleshooting
...record Read the “Last Scanned Date” field data Migration Issues If you have migrated your email services recently and have not updated your Gold-Vision settings accordingly then this could be...
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....
Product Groups
Gold-Vision has the ability to manage your Product database which can be used for quoting purposes. Products can either be imported or manually created. Info Products can be collated into...
Requesting Access
The Gold-Vision API provides a full restful interface by which data integration to Gold-Vision CRM can be achieved. Access to use of the API is subject to a successful application...
Using the QuickBooks Online integration
...the specific quote. 5. Viewing Quickbooks Online Financial data in Gold-Vision Transaction History To view Transaction History in Gold-Vision access the Account and go to the Transaction History Section. Here...
Configuring DocuSign Integration
...code based on the Address Preference field. Close modal Create eSign Document template Setup a Gold-Vision template which may contain Gold-Vision “tags”, which are substituted with the corresponding item data...
