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Articles tagged "using_contact_sync" returned 319 results.
Page 15 of 32
Data privacy opt in
...updated against the record in Gold-Vision so that you can easily filter these contacts. Close modal Info You may need to screen design this field onto your contact record screen...
Data Import Tips
...the whole grid. I.E if you are importing Accounts AND Contacts, the Account fields will be highlighted in a different colour to that of the Contact fields. There is a...
Setup GDPR In Gold Vision
...marked as either “Personal” or “Sensitive” within the Screen Designer area in the Settings area. Typically, you will want to configure Contact fields. Close modal Within Field Security you...
Loqate Address Lookup Integration Overview
Close modal Gold-Vision’s integration with Loqate allows you to get the best address data every time. Address verification from Loqate makes adding addresses to accounts and contacts a breeze...
Portal Overview
...The Account Pages are designed to be a self service area where customers can view your Gold-Vision Account (Company) data and create or update information from Contacts, Profiles and Site...
General
Use General Settings to make changes to your Language, Date and Currency Format options. Close modal Contact Preferences The ‘show all brands on contact preferences’ option controls whether all brands...
Creating Activities & Reminders
...to record tasks that relate to a specific Contact, Opportunity, Project, or Campaign. Create Activities from New Menu Go to New Menu than select the type of activity you want...
Campaign stage types
...modal Info You need to be a Connect user to be able to use this feature. Contact your account manager to find out more Outlook To run an Outlook email...
How Can I Use Profiles?
...in the Settings area. Your administrator will be able to create the fields required. Please refer to our Screen Designer help pages for more information. The main benefits of using...
Introduction to Projects
Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...
