Duplicate Scoring

...123456 01788 511110 01788 511110 Contact Soundex and Company Soundex Score: Medium Level: Contact Two contact records have the same Contact First Name soundex, Contact Last Name soundex and Company...

Updates

...from bar chart created from Product Sales. Users are now able to use US_ID_SUPPORT (Support or Contact Manager) within Contact reports. Parent name now available on widgets that use parent...

Account Portal Management

...– allows you make the space visible to contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict...

Configure Account Page

...contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict Access by Contact ownership – allows you to...

Contact Support

Raise a Support Ticket All requests are logged with our support team and you will receive a response shortly. Raise a ticket Or Contact the Support Team Chat online, send...

Managing Duplicate Data

...task. Re-Assigning A Contact To A Different Account Contacts can easily be moved from one Account to another. Close modal Make Contacts Dormant You may want to make a Contact...

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...

Office 365 Contact Sync

Integrations Pricing

...DocuSign See DocuSign Pricing SharePoint See SharePoint Pricing Office 365 Contact Sync See Office 365 pricing Loqate – Address Lookup Sign up for a free Trial Google Analytics Get a...

Enable Portal Access

Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in...