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Articles tagged "Administration" returned 35 results.
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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 Contact records
...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 Outlook items as...
Overview (web, email, social)
...page post: Close modal Info For your touch points to start recording, they must first be configured in the Administration Console. You can find out how to do this here....
Preference centre
...link, they will be presented with the page below: Close modal Info Campaign Types can be amended in the Gold-Vision Administration Console within the Screen Design area against Campaign Stages....
Touch point automation
...Touch Point Automation is fully configured in the Administration console. Please contact your Gold-Vision Administrator for more information. Benefits of Touch Point Automation There are a number of ways that...
Using Touch Points
...blank if you have not yet configured Touch Points in the Administration Console. For help with this see your Gold-Vision Administrator If it does, then Gold-Vision will automatically assign that...
Configuring Time
...Users Disabled You can select round up or down to the nearest minute Close modal How to Screen Design Time Section Only Configuration and Administration Managers will have access to...
Advanced Templates
...tools -> administration -> documents -> template tags Excluding the {{ }} brackets Advanced Template Tags Example For example, this template text Close modal could be used to create...
Currencies
...this up, the user can navigate to My User Preferences in the Administration area. Here, the user can set their default currency to any of the of the existing currency...
Downloading the Data Import Tool
...as current user’ and add your Gold-Vision Username and Password → Click Connect. Tip Please use your own Gold-Vision address found in the Lead Management section of the Administration Console,...
