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Articles tagged "user-defined" returned 242 results.
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Marketing Settings
Marketing Settings can be accessed in the Settings area. Close modal Sync Connect Users option will sync all Gold-Vision users to Gold-Vision Connect. The Sync Connect Campaign Types can be...
Generic Phone Integration Overview
Close modal The Generic Phone integration allows users to dial numbers from directly within Gold-Vision by simply clicking on them. Generic Phone Integration for Gold-Vision CRM Making a...
Introduction to Marketing
Who is it aimed at? Gold-Vision Marketing users. What does it cover? This webinar has been designed to provide an ‘Introduction for Marketing Users’. We will explain how to create...
Microsoft SharePoint Online Integration Overview
...such as activities and projects, contacts, and accounts. Easy file viewing and editing – Gold-Vision allows users to view a list of files and folders from linked Sharepoint Online folders....
Sage 50 Integration Overview
...CRM and Accounting systems are often purchased and run separately within businesses. By integrating both systems, users are provided with a complete view of your customers from within Gold-Vision. Our...
Xero Integration Overview
...CRM Xero is an Accounting System typically used in small-medium sized businesses. CRM and Accounting systems are often purchased and run separately within businesses. By integrating both systems, users are...
The Home Page
...Click on any Appointment to open it. Notice Board Any notes that your users have chosen to share with all users via the Notice Board are shown at the bottom...
Introduction to e-mail Campaigns
Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your...
Introduction to e-mail Campaigns
Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your...
Critical Fields
...critical filed has been removed from an item? Item saves will be unaffected, the item screen will display a warning banner prompting users to ask their administrator to check the...
