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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
Page 25 of 42
Using Standard Paragraphs in Advanced Mode
A Paragraph is a large block of customisable text which can be used within templates when generating documents from Gold-Vision, for example Payment Terms. Add a new Standard Paragraph In...
Pin to Home Page & Menu
Home Page Use your Home Page to display frequently used/ viewed Dashboards Click on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Pin...
Campaign stage types
Connect Running a stage with the Media type set to Email (Connect) will upload the recipients to Gold-Vision Connect. From there you can design your email and send it. Close...
Connect reporting
...syncs up with Gold-Vision automatically, allowing you to use it to create Follow-up stages in Gold-Vision campaigns based on the data gathered. Follow-up Stage Activity A follow-up stage could involve...
Create a campaign source
Campaign Sources are flexible, reusable lists that can be created for use with Gold-Vision Connect, mail merges or to simply export the data to a CSV file. Close modal Creating...
Touch point automation
Use Touch Point Automation With touch point automation, you can automate your alerting based on touch points for any Gold-Vision account, contact or lead. You can then use this information...
Changing The Name Of An Item
...Tip Tip: It can be useful to amend item names to reflect your business to assist with user engagement. Gold-Vision can be tailored to reflect your business language and processes....
User Access Options
...Tip Tip: Access to Gold-Vision item types, for example; Opportunities, Projects, Reports, etc., can be restricted by Primary Team in User Access Options within the Settings area. Close modal No...
Meta Data
...is simple just send a Get request along with you object type and away you go. Below you can find an example of what that request could look like: https://YOUR-GOLD-VISION-URL.com/aster/accounts/meta...
Using Loqate Address Lookup
...up for a Loqate account. This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with flexible payment options. How to use...
