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Articles tagged "using_portal" returned 244 results.
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Updating The List Design
...Options Use the Manage Options section, within the Actions menu, to set which fields you would like hidden and visible within the drop down list. Close modal Default View Using...
User Configuration
...stop them accessing Gold-Vision but allows any items owned to be transferred to other users – using Bulk Replace. Remember to un-tick the ‘show on’ lists if you no longer...
User Language Labels
...your Label import has completed. Tip Tip: This option can also be used to change individual labels. Using Google Translate Open the downloaded CSV and cut and paste the LANGUAGE...
User Roles
...in Drop Downs within the Settings area, under Member Roles. Close modal Within an Account record, using Add Members within the Actions menu, you can select a role and a...
How Do I Export Data?
...adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views...
Alert Trace
...of trace data stored in the database. Tip Tip: It can be useful to create a test record in your system to test if alerts fire rather than using live...
Configure Alerts Introduction
Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions...
GDPR Definitions
...data” specifically this includes genetic data, and biometric data where processed to uniquely identify an individual. https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/special-category-data/ Tip Tip: Fields in Gold-Vision can be marked as personal or sensitive using...
Importing your Leads
...begin. Close modal What Next? Configure the Lead Screen Configure your Lead Screen using the Screen Designer. Lead List Settings From the View menu → Lead Lists → Select the...
Introduction to Importing Leads
...that data may be incomplete and requiring qualification prior to inclusion in to Gold-Vision. Using the Gold-Vision Import tool you can import the Leads, keeping them separate from your mail...
