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Articles tagged "export" returned 20 results.
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Create a Delegate List
...Your Gold-Vision Administrator can amend your Screen Design as your prefer. Close modal Export the Delegates List As an alternative you can Export the list of Attendees as a “csv”...
Sales Reports
...using the Actions Icon. Close modal Reports can be edited and filters added as required. See Reporting for more information. Tip Tip: Reports can be exported to Excel, Word...
How to send an email with Connect
...address for replies to be forwarded to. Close modal After your mail shot has been sent you will get access to the Tracking, Reporting, Bounce and Export tabs. These will...
Configure Xero integration
...schedule how often data is imported/exported to and from Xero within the chosen module: Close modal Edit Retrieval Period – how far back you would like data to be imported...
Using Privacy Actions in Gold Vision GDPR
...be logged either for a Lead or a Contact. Info In Screen Designer, available in the Settings area, fields can be marked as either Personal or Sensitive and exported as...
Create a ‘Cherry Picked’ source
...Included and Excluded areas on the source. Close modal Your source can now be added to a Campaign stage or exported to a CSV file. Tip Refreshing your Source updates...
Campaign Introduction
...Gold-Vision and Lead Management data. In Gold-Vision campaigns you can also build source lists for use with Outlook email, phone, letter, SMS, Gold-Vision Connect or Export to a csv file...
Default Language
...can add additional Languages. Info You will need to export the labels to CSV, translate the labels and then re-import the CSV file back into Gold-Vision. Close modal User Language...
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...
Standard Reporting
...Quotes, Activities If applicable the selectable options can be amended and the report updated by re-clicking View Report. Export – Select a format eg word, CSV Refresh – if changes...
