Search Results
Articles tagged "using_portal" returned 244 results.
Page 15 of 25
Creating & Editing Sites
...then be visible on any record assigned to the Primary Address Site Creating a new Site New Sites can be created using the Plus icon against Account or Contact records....
Action Centre
Using the Action Centre Recent list Use your Recent list to keep track of where you’ve been and quickly access those items. Use the Action Centre to keep track of...
Categorise Your Data
Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...
Correspondence
...users can filter the correspondence list using the headers of the section. Type in the Subject field any specific words or filter by date, from/ owner or recipient: Close modal...
Linking Items
...another or One Account in Gold-Vision might be a Head office and other Accounts might be Regional Offices. Links can be created from all Gold-Vision records using the Link Icon...
Managing Activities
...set up for an Activity is then visible from this Activity screen under the Correspondence section. Click here to find out more about Creating & Using Notes. Close modal...
Managing Appointments
...due date or completion status by clicking the edit button Appointment editability follows the normal Gold-Vision security rules. You can limit editing by team using the Access Options and you...
Mobile Device Access
...and controls. The data and options available will match those that are available on the desktop site. Simply access Gold-Vision using a web browser on your chosen mobile device at...
Campaign stage types
...for Mail Merge. Close modal Phone Using the Phone Media type for a campaign stage can be really helpful when it comes to things like a customer onboarding campaign. Create...
Delay sending follow up
You can use the Delay Sending rule in a follow-up stage to delay when the next Stage is sent Example using Gold-Vision Connect You want to send a second email...
