Search Results
Articles tagged "templates" returned 47 results.
Page 2 of 5
What’s New in Gold-Vision 8
...as the WordPress® plugin Ninja forms with pre-built links and templates as well as links to our own templates. Alternatively, use our API to connect your own forms. Setup a...
Updates
...opportunity alert action retains the intended value Alerts setting Contact values via Projects Email Email Templates – Opportunity – Additional User Defined Drop fields displaying the correct value Incorrect Option...
Managing Opportunities
...Document templates can be created against Opportunities records from the Word icon. To find out more about how to create templates please visit our Creating A Document From A Template...
Letter Campaigns
...Letter Campaigns and create templates you will need to have access to the templates folder. We suggest the following: Search for the “Gold-Vision” account and open the record, go to...
Automated Connect campaign
Create an Automated Connect Campaign Setting up a new Automated Connect Campaign always involves these steps: 1. Create one or more Automated Templates in Connect 2. Start the Mail Shot...
Using Account records
...relationship options can be predefined by Administrator Users in the Settings area Creating document templates from an Account Document templates can be created against Account records from the Word icon....
Managing Quotes
...link to the Account, select the Relationship then click Add. Close modal Creating document templates from a Quote Document templates can be created from a Quote record using the Word...
Creating A Document
Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files. Templates are also used when running letter-based mail campaigns. The template file may contain...
Using Sites
...fields can be included in Document Templates. For every Gold-Vision record where Templates are being used to generate Documents, the System Administrators will be required to select the tags for...
Welcome new customers
...and finally a follow up call from their Account Manager. By ensuring that you have set up and started your automated email templates in Gold-Vision Connect, it takes just minutes...
