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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Email Templates For Alerting
...modal Tip Tip: You can add fields from the relevant Gold-Vision item. You can also add a direct link to the Gold-Vision item (this is only accessible by Gold-Vision users)....
Monitor And Manage Privacy Data
...marked as Personal or Sensitive are the fields which are erased. If there are personal or sensitive fields stored in other Gold-Vision items, such as profiles or opportunities, they will...
Create An Event
...select a site on Gold-Vision for the Event Location. You may hold Events on behalf of or for an Account on your Gold-Vision database if this is the case the...
Create a Lead List
...or Approval Required. These settings can be amended at anytime. Importing Lead Lists Lists can be imported from a spreadsheet using the Gold-Vision Data Import Tool, see your Gold-Vision...
Creating & Using Notes
...from the View Menu search for Notes, this will display the global list of notes. Close modal Option 2 – from within a Gold-Vision record under the Correspondence section Close...
Address Lookup
...cost of missed deliveries, and maximise conversions by integrating Loqate’s easy-to-use international address validation service with Gold-Vision. Address look-ups can be set-up as an automated link from your Gold-Vision which...
How To Setup Sales Target
...Leads, Appointments and Activities. Targets within Gold-Vision are managed in User Targets within Settings area. Setting up a New Target Step 1 Create a User Target Definition, to do this…...
Configuring the Generic Phone Integration
Introduction The generic phone system integration allows click-to-dial capability for HTTP-based CTI phone systems from within Gold-Vision. Phone systems that are supported by this integration must offer a RESTful endpoint...
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
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...
