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Articles tagged "import-type" returned 187 results.

Page 15 of 19

Managing data privacy

...contact information in Gold-Vision. Step 5 Marketing automation isn’t just for email, you can also create rules and actions for additional stages that require a different type of follow-up. For...

Marketing automation introduction

...the last run date, the start date of the campaign run, the template name and what type of mailshot it is. Furthermore, you can pause an automated campaign run rather...

Review invalid recipients

...will automatically transfer from being Invalid for the Campaign Type to being Valid Info Recipients will not be duplicated in a Campaign even if they have been added from multiple...

Using Word Mail Merge

...create your Outlook email. Open Word and Select mailings Select the Step-by-step wizard. Close modal Step 1 Select E-mail messages Close modal Step 2 Starting the document Type the email...

Viewing & Reporting-Time / Units

...the View Menu and select Time Entries Close modal From the global list users can filter to see time / units logged by Account, User, Created Date or Item Type....

Configuring Time

...then Select a Data Source of Time Entries and select the Widget Type of Count. Close modal You can then select the Y-Axis – Number of Records – Count and/...

Introduction to Projects

...and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for Projects using Alerts, based on predefined Project Types, Stages and corresponding Activities....

Creating A Table

...type by Account Manager: Close modal Close modal If you select the option Make available for other users to add, they can add it via the Add Widgets option in...

Creating A Target Chart

Charts, tables and counts are known as Widgets and can be created from lists or Home Pages. Target charts are a special type of chart that show performance against Product...

Calendar Synchronisation

...service account user once rather than having to define it in each user individually. The default time zone and calendar type can also be defined. Close modal Info If there...