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Articles tagged "multi-select" returned 259 results.
Page 23 of 26
User Roles
...in Drop Downs within the Settings area, under Member Roles. Close modal Within an Account record, using Add Members within the Actions menu, you can select a role and a...
How Do I Export Data?
...adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views...
Import TPS (Telephone Preference Service ) Data
...TPS Import Close modal Click Choose file and select the file you have previously saved on your machine. Gold-Vision will then import and match the phone numbers with the numbers...
Alert Trace
The Alert Trace is designed to assist you in diagnosing why certain alerts are not firing as expected. Alert Trace is available in the Settings area. Close modal By selecting...
Data Import Tips
...large import. Save the mapping then once the test rows have imported, upload the main file and select Load Close modal Drop Downs The import tool will identify any missing...
Marketing Settings
...selected if you have amended the Campaign Types. Close modal Campaigns Mode offers you three options: Legacy Mode is for pre-Gold-Vision 7 Campaigns mode. New Mode with Legacy Support will...
Sales Automation
...an Opportunity Conditions – eg: when the Contract Renewal Date is less than 2 months Action – Raise an Alert , select the Object owner. Close modal Close modal Tip...
Time Settings
Time can be accessed in the Settings area. As an Administrator you can set the number of hours in a working day, you can select round up or down to...
Logs & Log Settings
Logs Gold-Vision records logs for different areas of the system. These can be accessed within Logs in the Settings area. You can view a Log by selecting the record. The...
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...
