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Articles tagged "relationship" returned 15 results.
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Microsoft Dynamics NAV Integration Overview
...would typically be used to manage prospect and customer relationships, track sales and run marketing campaigns, whilst an ERP tool would help manage customer orders, billing, shipping, and the storing...
Managing your Sage 50 integration
...links Integration links define the relationship between the account in Gold-Vision and the Customer in Sage. When accounts are pushed from Gold-Vision into Sage, an integration link is generated for...
Using Privacy Actions in Gold Vision GDPR
...modal Record Purpose You can record a purpose against a Lead or Contact (used to superficially define the individual’s original or ongoing data relationship) Log Erasure Request You can record...
Setup GDPR In Gold Vision
...Privacy Rule. Close modal The rule types available are: Close modal Account Rule This allows you to apply a purpose to Contacts based on the account type (relationship). Select the...
Creating a Project
...the Project from the Action Menu by clicking on the Add Member button Links Links to other Gold-Vision items can be added to projects to show the relationship between the...
