Search Results
Articles tagged "Data Management" returned 240 results.
Page 18 of 24
Sales and Forecast Lists
...data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings. Close modal Sales Lists Shows a...
Address Lookup
What is Address Lookup Address verification from Loqate is the most reliable way to capture accurate address data and ensure data quality in your systems. Increase business efficiency, reduce the...
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...
Using Account records
...unlimited numbers of Categories may be added to items. Categories are centrally managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with...
Using Bulk Replace
...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...
Using Touch Points
Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...
How Can I Use Profiles?
Profiles are records which can be used for multiple purposes. Common uses include contractual data, product specifications, membership and warranty details. Note Profiles are fully configurable and can be renamed...
Automatically creating Project Activities
...Configure and manage data settings Enter a name for the Activity Set an Owner Set a Type To set the start date 2 weeks after the created date, enter the...
Office 365 Contact Synchronisation with Gold Vision
...once you have selected contacts use the “Sync With O365” button to synchronise. Close modal Close modal Data that can by synced from Office 365 The following data that is...
Creating the client using IdentityModel
...only need to know the base-address of the server – the actual endpoint addresses can be read from the metadata: // discover endpoints from metadata var client = new HttpClient();...
