Search Results
Articles tagged "group" returned 32 results.
Page 2 of 4
Gold-Vision 8 Upgrade Planning
...Add field group – add a new section of fields, including Multiselect field Multi drop fields Add highlight rules eg show high value opportunities in red Close modal In a...
Using Google Mapping
...view. The view shows individual pins to help users visualise customer locations and will automatically group pins together in order to better visualise the density of customers in particular locations....
Google Mapping Integration Overview
...to visit and let Gold-Vision plan the optimum route automatically. Great for sales and service teams that spend a lot of time on the road. Customer grouping Break down your...
Enable Portal Access
...button Close modal Then assign the Portal Group and Roles and click Save. Close modal Tip For more information about Role Management please visit Role Management If you want to...
Gold-Vision On-Premise Technical Requirements
...these are: Primary Gold-Vision application pool user – Modify permission File Api application pool user – Modify permission All Gold-Vision users (or a group they all belong to) – read...
Configuring Loqate Email Validation
...installed to see the Settings: Close modal Mode Choose from Manual – initiated by a user either on a single or group of email addresses, or Automatic email verification. Item...
Data Sources Overview
Data Sources replace Campaign Sources for Marketing but work in a similar way to campaign sources, e.g. you can filter to a group of contacts, accounts, profiles or other object...
Setting up a service account for Office 365 & Exchange
...SMTP address of the mailbox to be scanned Administrative access to the Exchange server and also the Exchange Management Shell (must be a member of the ‘Recipient Administrators’ group in...
Set up your annual reporting
...targets for next year learn How To Setup General Targets and How To Setup Product Group Targets. Creating Sales Target Charts will enable you to manage your team and user...
Creating Accounts & Contacts
...from the following options: Public – all users have access. Team – the Account Manager, other team members, the assigned manager, executives and/or administer groups have access. Private – can...
