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Mail Tracking Settings
...default. Get in touch with your Account Manager if you want to set this up. Close modal Never – Default option. Emails which are purely internal to the company are...
Touch Point Alert
Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they...
Report Settings
...Microsoft SQL Reporting Services that is installed on your server it can be possible to schedule reports to be emailed out automatically. Contact your Gold-Vision Account Manager for more information....
Support and assistance
...on your integration there may be a requirement for your instance to be covered by ‘Club Support’. For further information, please contact your account manager to discuss your specific needs....
Requesting Access
...use of the API is subject to a successful application which can be found here and confirmation of the Acceptable Usage Policy. Please contact your account manager for further information....
Using Loqate Address Lookup
...up for a Loqate account. This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with flexible payment options. How to use...
Configuring Google Mapping
...up to 2,000 credits for map lookups and/or directions via Google Maps plus geocoding of up to 2,000 addresses. Additional credits can be added with volume discount applied based on...
Using Google Mapping
...radius of a location click the Pipe Icon below the Postcode column, enter a postcode and the range then click Filter, the list will display the account whiting that mile...
Configure Dynamics NAV Integration
...can define the action by which an account of quote is pushed into Dynamics NAV Close modal Edit Frequency & Retrieval Period Define the amount of historical data you would...
Using LiveChat Integration
...in Settings. Close modal Transcript of the chat When the visitor ends the Chat the transcript of the Chat is automatically saved against the Contact and the Account in Gold-Vision....
