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Articles tagged "Data Management" returned 257 results.
Page 23 of 26
Using Google Mapping
Introduction Gold-Vision’s Google Maps integration allows users to visualise their CRM data in an entirely new way. Customer, supplier and prospect records can now be displayed through an interactive map...
Using the Microsoft Dynamics NAV Integration
...Viewing Dynamics NAV Financial data in Gold-Vision Financial information is pushed into Gold-Vision from Dynamics NAV in the following formats: 1. Fields against the Gold-Vision Account Close modal 2. Dynamics...
Import Contacts from Office 365 into Gold-Vision
...Contacts to select or view. Close modal You can also use the General Search to filter your data for Import Contacts Close modal All Contacts The All contacts view is...
Office 365 Contact Sync Integration Overview
...from O365. Office 365 Contact Sync Integration for Gold-Vision CRM This integration with Office 365 allows users to synchronise contacts across platforms. The following data that is present in...
Administration
User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...
Create Event Sessions
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
Create a Delegate List
Create Event Sessions Sessions can be added to Events, for example a training day with workshops/speakers, from the New Icon menu shown below. A Session can help to track who...
Event Overview
...your Event marketing from Event awareness and Invitations to post Event follow up and track responses and click through data. Our section on Event Marketing will take you through how...
