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Articles tagged "The Basics" returned 386 results.
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Microsoft Dynamics NAV Integration Overview
...If your users can access the information they need within Gold-Vision there is a lesser requirement to access Dynamics NAV. Setting up the Microsoft Dynamics NAV Integration If you are...
Sales Automation
...have set the Summary, the Owner, the Type and the Due Date via the Alert. Close modal Remind me two months before competitor contract renewal Create a Reminder Alert for...
Performance
...the page. Form Submissions – how many users completed your landing page forms. Form Conversions – what percentage of the visitors to your landing page(s) completed the form(s). Leads Won...
Calendar Synchronisation
...Settings The different areas of synchronisation can be individually configured, allowing setting of the specific tasks to run. Each area is enabled with a check box, along with a repeat...
Changing The Name Of An Item
...have selected the item that you would like to amend, using the Actions button, select Rename. Close modal Amend the name of your item and provide details as to how...
User Access Options
...Edit/Delete Rights The Edit option grants the team the ability to view the item and change it, but not to delete. Delete gives the team full control over the items....
Import TPS (Telephone Preference Service ) Data
...dial out via Gold-Vision Phone integration to numbers that are included on the TPS list. How to import the TPS file Once you have the list of the phone numbers...
How To Setup Product Group Targets
...the options available in the ‘Type’ field to select a period. Here you can choose from weekly, quarterly, monthly and yearly options. Remember to Save and then you can add...
Calendar Settings for Gmail
...account created previously in the Primary Email field. 5. Input the users email address for the mailbox into the username field. 6. Input the password of the Service Account into...
Configuring the Microsoft Outlook Integration
...please visit Setting up a Service Account for Office 365 & Exchange. The Global Mail Tracking Settings must also be configured in the Settings area. For further information please visit...
