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Articles tagged "update" returned 93 results.
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Data bridge import
Data Bridge for Gold-Vision CRM Enable automated importing of sets of data into Gold-Vision, to create and/or update records. The Data Bridge allows imports of multiple data sets from different...
Using Bulk Replace
Sometimes you might need to update a list of records with the same information, for example, change Account Manager from one user to another user. You can use Bulk Replace...
Licence Settings
You can view licence information in Licence Settings available in the Settings area. You can update a licence by selecting the Update Licence button. Close modal You will have the...
Enabling 365 Contact Synchronisation
...You will also need to update the User record. Select Settings > Users > select your user update ‘other options’ the ‘Sync Contacts’ box will need to be ticked. Close...
Portal Overview
...your customers to view, update and create new information related to them pulled directly from Gold-Vision enhancing your customers experience and assisting with customer satisfaction. Our Portal framework uses the...
Using Account records
...an account record select print from the Action Menu Update Contact Addresses When the Account Address has been updated the Contacts addresses can be updated in bulk from the Action...
On Save Alert
The alert will execute when the user clicks Save on the item, either when the item has been created or updated. Alert Go to Setting click on Configure Alerts, choose...
Preparing your Lead Data
...you need to import more Leads to the Lead List or update import as you will need a match key . If you think that you might at some point...
Connect Email Design Tool Changes 2023
...the first stage of updates will be applied to Connect At this stage users will be able to pick between the legacy design tool and the new drag and drop...
Adding & Viewing Engagement Scores
...to add and view Engagement Scores. Info When using Gold-Vision Marketing engagement scores are automatically updated from Email & Link actions. Close modal Note Once a Score has been set...
