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Articles tagged "Data Management" returned 240 results.
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Create Data Source
...want to use to create your data source and make your selection from your data and click Next. Close modal Give your Data Source a name: Close modal Data Source...
Setting up a service account for Office 365 & Exchange
...Exchange server as an AdministratorOpen the Exchange Management Shell from the Start menu Log on to the Exchange server as an Administrator Open the Exchange Management Shell from the Start...
Portal Management
...determine where data will be pulled from Gold-Vision Choose Account if you want to display data from Accounts, Sites or Profiles or choose Activities if you want to display Gold-Vision...
Import TPS (Telephone Preference Service ) Data
...included in on the TPS list ensure this is a text file and only includes one column with the phone numbers. Go to Settings and under Data Management click on...
Monitor And Manage Privacy Data
...supplementary information. If a Contact requests access to their personal data this can be actioned in the Contact record. The request can then be actioned by person responsible for data...
Simple Time Management
...Log Time for Account Records You can use the Log Time functionality against the Account record if for example you would like to record the time used for Account Management....
Web Form Integration
...web form integration to capture this data automatically into Gold-Vision. There are options for capturing this data. Lead Management is the best method to capture these leads as typically this...
Viewing Data Sources
...you can choose to Move the Data Source to an existing folder or create a new folder: Close modal Deleting a Data Source If a data source is not linked...
Lead Management Settings
Lead Management Settings allows you to set, for example, how imported data is displayed and who can create call backs for a Lead (either only the Owner, or anyone). Close...
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
