Search Results
Articles tagged "user" returned 230 results.
Page 18 of 23
Short Codes
...reference numbers if required, especially if Gold-Vision is integrated with a 3rd party system. Provide a more visible and user-friendly reference for launching a record page. Short codes give each...
How Do I Export Data?
...or remove fields. Once you have saved your report you are then given the option to Export Data. Close modal Tip Tip: User defined reports can be copied and edited....
Advise the customer that their subscription is due
...Object Contact and the relevant template. Close modal You can include links to Gold-Vision items on the template but note that they are only clickable by Gold-Vision users...
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)....
Importing your Leads
...Lead list you have imported. Adjust the Status, Access and Promotion Mode as required: Close modal List Owner is the user who imported the Leads – this can be changed....
Monitor And Manage Privacy Data
...indeed, still an active customer. Ideally, users would review the data before the removal date was reached so that the Privacy Administrator can keep the data no longer than is...
Office 365 Contact Synchronisation with Gold Vision
...list. Please ask your Administrator to make this visible if you cannot see it as a user. Against your contacts you will see a column which shows the contact is...
On Save Alert
The alert will execute when the user clicks Save on the item, either when the item has been created or updated. Alert Go to Setting click on Configure Alerts, choose...
Time Settings
...the nearest minute. Close modal You can also set the Edit/Delete mode. Close modal Info If you set your working day to 8hours and a user enters 10hours, this will...
Logs & Log Settings
...to users. DataTransferService_yyyy_mm_dd.txt – Log for the Gold-Vision Data Service, which synchronises data to and from Gold-Vision Connect, including mailshots and delivery, click-thru and bounce back data. ThirdPartyData_yyyy_mm_dd.txt – Log...
