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Articles tagged "data" returned 185 results.

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What Is GDPR? Including Best Practice

...rules and regulations on data collection and data processing will allow individuals enhanced rights to access or withdraw their data. This new legislation will replace the existing Data Protection Act...

Data Import Tips

...the column no matter what. o IfSourceNotBlank – updates only if the file field contains data. o IfTargetBlank – updates only if the Gold-Vision field doesn’t contain data. o Never...

Downloading the Data Import Tool

The Data Import tool enables the Gold-Vision Administrator to import large amounts of data into Gold-Vision. Download the Data Import Tool Please visit https://updates.goldvisioncrm.com/v8/ImportClient/setup.exe to download the data import tool....

Managing data privacy

Managing data since the introduction of legislation like GDPR and PIPEDA is something we all need to have under control, but rather than having to be a manual drain on...

Importing your data

Data import step by step Once you have prepared your data and downloaded the import tool, click to start a new import: Select the Import Type Select your file. Note:...

Categorise Your Data

Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...

Managing Duplicate Data

There are several ways to keep your data clean in Gold-Vision. Click to watch our web clip to see how to manage duplicate data: Duplicate Checking When adding or amending...

Meta Data

Sending a request for a Gold-Vision objects meta data allows you to see the fields available for use as well as the data type for that field. Special fields such...

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...

How to download the data import tool

How to download the Data Import Tool...