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Articles tagged "screen design" returned 187 results.
Page 15 of 19
Creating Templates & Template Tags
...Administrator for more information. Template Settings Using this screen the default template document shared path can be specified. The template share can be a UNC network location, local or network...
Legacy Touch Point Settings & Categories
Touch Point Settings and Touch Point Categories can be found in the Settings area. Legacy Touch Point Settings As an Administrator you can use this screen to configure the interval...
Outlook Plugin
...button. Enter the web address you use for accessing Gold-Vision, suffixed /legacy Close modal You can also test the connection from this screen. If you use a Gold-Vision server...
Single Sign On
...confirmation code from your app Click Verify Enable Via Email Visit https://uk.gold-vision.me Log in Click My Details Click Two Factor Auth Click Enable Email Screen will confirm email auth successfully...
User Configuration
...of items. Basic User – A normal user with access to Gold-Vision, but without access to the Administration Console. Visibility of items is controlled by the User Access Options screen,...
Downloading the Data Import Tool
...→ Click Connect. Tip Please use your own Gold-Vision address found in the Lead Management section of the Administration Console, the below screenshot is for information purposes only. Close modal...
Geo Settings
Geo Settings can be viewed and managed within the Settings area. Once Geocoding has been set up, this screen will show the status of Geocoded items. Close modal Info Please...
Importing your data
...For example- Empty keys, duplicates or ambiguous matches. If you are happy to proceed, click continue. You can monitor the progress of your import from the main screen Close modal...
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 a Postman Collection
...API. The next page shows screenshots of doing this task. We have included example requests for GET, POST, PUT and PATCH with various types of filtering and additional fields, this...
