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Articles tagged "reference" returned 36 results.
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What Is GDPR? Including Best Practice
...indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical,...
Mail Tracking Settings for Office 365
...is just a reference for the user. Tenant Id. Client Id. Client Secret. 7. Select Test to test the settings. 8. Select Save to save the settings. 9. Select Actions→...
Configuring DocuSign Integration
...code based on the Address Preference field. Close modal Create eSign Document template Setup a Gold-Vision template which may contain Gold-Vision “tags”, which are substituted with the corresponding item data...
Configure Xero integration
...the underlying references of fields and will rarely be used. Select from the Gold-Vision field you want to push the data from: Close modal Configure Alerts Alerts are created so...
Using DocuSign Integration
...to. If the mobile number is not setup with a country code the integration will use the country code based on the Address Preference field. Note The recipient will receive...
Event Reporting
...Booking reference number and show multiple Events. The “Event Sessions Attendee” List provides a view of all Attendees by Session if you use Sessions to split your Events. Close modal...
Getting Started
...Gold-Vision, such as an Account or Contact name or an activity reference number. Close modal What’s next? Now that you’ve got the basics, it’s time to discover some simple steps...
Configure Activity Page
...the Portal For example you may want customers to be able to view the reference number of the Activity or who has created the Activity etc. Close modal Info Please...
Merge Fields
...from a quote, use their customer reference number, or use an expiry date of a subscription or a licence key from their profile. Merge fields can be used on the...
Brand Style
...colour references and give it a name. You can also set it as the Primary Colour. Close modal Colour Groups Brand colours can be kept in the list or put...
