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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
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Data Import Tips
...and retry the import Viewing the data in Gold-Vision To manage and view your imported Data into Gold-Vision use the Import Source field to filter on. You can bulk replace...
Importing your Leads
Files can be imported into Lead Management in separated text formats such as CSV or tab delimited. Lead imports are performed in a similar way to standard Gold-Vision imports. Leads...
Marketing Settings
Marketing Settings can be accessed in the Settings area. Close modal Sync Connect Users option will sync all Gold-Vision users to Gold-Vision Connect. The Sync Connect Campaign Types can be...
Monitor And Manage Privacy Data
...Lead. Erasure Requests The right to erasure is also known as ‘the right to be forgotten’. https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/right-to-erasure/ The erasure request list shows Contacts or Leads who have requested that their...
SMTP Settings
In order to allow Gold-Vision to send emails a valid SMTP server is required. Gold-Vision sends emails as part of the Alerting module as well as for Note broadcasting. As...
Configuring the Generic Phone Integration
...Configuring the Dialler URL Next you will need to configure the URL that is called by Gold-Vision to dial the number. There is a token system that can be used...
Using DocuSign Integration
...against the required Gold-Vision item Close modal 2. Choose Save to file output and click Generate document If using Chrome – Click to copy the path and paste it into...
Configure Dynamics NAV Integration
...actions in Gold-Vision. Close modal Edit Mappings In order to sync field data between Gold-Vision and Dynamics NAV select edit mappings Close modal Edit Alerts Alerts are created so you...
Using Office 365 Contact Synchronization
Close modal Using Office 365 Contact Sync Your Gold-Vision Administrator will need to follow the instructions to Enabling the 365 synchronisation before you can use this functionality. To use the...
Add Web External Items to Dashboards
Close modal Gold-Vision has the power to add Web External Items to your Dashboards. This can be useful to link either useful web content or reporting from a Third Party...
