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Articles tagged "The Basics" returned 386 results.
Page 17 of 39
Gold Vision Import Report
...in Gold-Vision. On the final step before starting an Import via the Gold-Vision Import Tool, ensure that the ‘Email a report and a link…’ option is checked and the email...
Mail Tracking Settings for Gmail
...Set the ‘Authentication Method’ to Gmail Service Account OAuth. Set the ‘Host Address’ to: imap.gmail.com Set the ‘mailbox username’ to the users mailbox address. Set the Gmail Service Account address...
Folders
...campaigns or generic elements. Creating a new record To use Folders when creating a new record you can type the beginning of the name of the pre-existing folder into the...
Correspondence
...system Administrators have to configure the screen design to add the Correspondence section to the screen. For more information on how to configure this visit Changing the Screen Design page...
Mail Tracking
...on installing an using the Outlook Plug-in can be found here. Search Emails There are two option to search emails in Gold-Vision In the Correspondence Section If the Correspondence section...
Managing your Sage 200 Integration
...which control the integration, are discussed with the implementation team when the integration is being configured. In the event of a query or error regarding the integration, there are several...
Preparing your Lead Data
...This will enable the import tool to identify what happens with the data ie whether the data should updated, inserted or deleted. The Lead Management system can create some...
Standard Reporting
Reporting Gold-Vision harnesses the power or the Microsoft SQL Server® database by integrating the free SQL Reporting Services solution. Either choose from the wealth of pre-installed reports, or generate your...
Landing Page Templates
...to use the Search, Folder and Tag options on this list. New Template Create a new template using the New Template button or the option in the list. Close modal...
List Stats
...a drop down value (for example ‘Account Type’). View Stats To use the List Statistics Tool click the 3 dots next to the column heading and then click View Stats....
