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Articles tagged "personal" returned 21 results.
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Gold-Vision 8 Upgrade Planning
...maximum benefit, we therefore recommend that you consider opting for personalised services to assist with your Gold-Vision upgrade. We have a number of options available designed to provide good value...
Merge Fields
Many CRM fields can be used as Merge fields in emails to personalise the content. You want to refer to the order date that a customer bought a specific product...
Manage Dashboards
...dashboard on your personal Home Page. Close modal Menu Options Click the Ellipsis Icon to view menu options. Close modal Edit Click Edit to access the Edit Dashboard Options....
Creating Home Page Dashboards
.../ users can edit shared dashboards. Easily re-order Dashboards by simply clicking and dragging to the position required. Control the visibility of a dashboard on your personal Home Page by...
Getting Started
...to log into your CRM via your URL. This can be done from any device using your Gold-Vision username and password. Every day starts with your personal Home Page. From...
Configuring LiveChat Integration
...LiveChat webhooks – copy and paste these from LiveChat > Settings > Integrations > Webhooks Livechat credentials can be generated here: https://developers.livechatinc.com/console/tools/personal-access-tokens Create a new token and select all of...
Screen Designer
Configuring Fields Fields can be configured to suit your business requirements. This includes: Selecting mandatory fields Deciding which fields should be used for de-duplicating Setting field visibility rules Determining Sensitive/Personal...
Managing Projects
...Document Template functionality is available against Project and Project Activities. This allows users to create personalised documents from each item containing the Project or Project activity information. To create a...
Letter Campaigns
Using the Letter Media type for a campaign stage enables you to create and print individual, personalised letters to your contacts. Using Contact template tags, you can automatically add the...
Standardise documentation
Create Proposal documents Create personalised proposals to send out to your customers By clicking on the Template Icon, the Generate Document Screen will appear. Here you will be able to...
