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Articles tagged "two-factor" returned 46 results.
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Configuring the Eventbrite Integration
...to collect details from all Attendees in the Eventbrite Order Form, there are two ways you can display the Anonymous Attendees in Gold-Vision: Anonymous Attendee – a standard Gold-Vision Anonymous...
Role Management
...you like to a Contact, including combinations of the two. Please note the roles assigned to the Contact need to match with the roles assigned to the Pages and/or Sub-lists...
Engagement Overview
...Engagement Score, Trend direction and a Timeline view of events in the last 60 days together with the score direction – TwoUp, OneUp, Neutral, OneDown or TwoDown. Close modal Click...
QuickBooks Online Integration Overview
...in part to this intelligent integration’s automatic synchronisation of customer data between the two systems. As a result, you can rest assured that all of the information between both platforms...
Custom Integrations Overview
...integrations that facilitate: Automatic text-message sending when a category in Gold-Vision is edited Custom booking system integration enabling booking and resource data to be pulled into CRM Two-way integration with...
Email Automation
...Bounced email. These scores pass back into the CRM into the Engagement Scores section against Contacts and Accounts. Info Read more about Engagement Scores in Gold-Vision CRM. There are two...
Microsoft Outlook Integration Overview
...Outlook Integration Calendar synchronisation – when enabled, Calendar Synchronisation forms a two-way link between Gold-Vision and Outlook Appointment creation and management, so you can see and edit your calendar across...
Microsoft SharePoint Online Integration Overview
...two platforms. You can then link these folders and files to specific items in Gold-Vision for quick access. This means that you and your team will have access to the...
Create Data Source
...Types Data Sources have two types; Static and Live. Static – In a Static Data source, recipients can be updated and refreshed manually. If you use a Static Data Source...
Sage 50 Integration Overview
...from Gold-Vision bookings Import Sage transaction history to Gold-Vision Import Sage activity data to Gold-Vision Below are two examples on how you can use the integration to streamline business processes...
