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Articles tagged "opt-in" returned 185 results.
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Google Mapping Integration Overview
...pins to help you see where your customers, suppliers and partners are. Setting up the Google Maps Integration If you are interested in setting up a Google Maps integration for...
LiveChat Integration Overview
...for future customer service or sales opportunities. Setting up the LiveChat Integration If you are interested in setting up a LiveChat integration for your business, please contact our Support Team....
Loqate Address Lookup Integration Overview
...service and obtain a license – Signup for a free Trial If you are interested in setting up a Loqate integration for your business, please contact our Support Team. We...
The Home Page
...up in the Team Management options. Speak to your System Administrator to change them. Dashboards Your dashboards are listed alongside the home page. Close modal Activities On the left hand...
Configure Secure Fields
The Secure Field option in Gold-Vision is provided to add a layer of security to the information held in the field. The information entered in this type of field is...
Role Management
...or a combination of 16 Roles + 1 Admin Role which can be assigned individually, or multiple in a Role Group to Contacts, Pages and Sub-lists. The Admin Role is...
Portal Management
...to individual Contacts, specific Pages or Sub-lists which you can then allocate the access to view, edit and create new items in the Portal. Close modal Click the New button...
Settings, View & Publish
Settings You can amend the Portal settings. Close modal To do this click on the Settings option or click the Space Settings button. Close modal Space Title – you...
Configure Activity Page
...including: Account Activities Contact Activities Opportunity Activities Project Activities Menu Settings Close modal Menu Title – enter a title which will appear in the portal navigation eg. Support Tickets Page...
Configuring Modern Authentication for Office 365
How to set up Modern Authentication for Office 365 Pre-Requisites User must have access to Azure Active Directory with Admin permissions. Under Enterprise Applications in Azure AD, Office 365 Exchange...
