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Articles tagged "The Basics" returned 386 results.
Page 26 of 39
Delay sending follow up
...as part of your automated nurture Campaign, but only to the Recipients who opened the first email. Rather than giving the impression that your company is bombarding them with emails,...
Install the Portal
...your Account Manager to activate a Portal subscription. In Gold-Vision go to the Integrations Storefront and click Integrations. From the integrations list select Portal, Forms and Portal > Install >Continue...
QuickBooks Online Integration Overview
...Team or your Account Manager to enable the integration on your Gold-Vision. Once the integration has been enabled you can the Install and Configure it before you start Using it....
Preference centre
...their Campaign Preferences, choosing what kind of emails they would or wouldn’t like to receive from you. Close modal When the mail shot is sent, and a recipient clicks the...
Event Reporting
...select to Create a Chart. Close modal The settings used to create the Column Chart are as follows. The example below also uses a Gauge Chart Close modal Close modal...
Power searching
...two different column headers. ORSearch Example: filtering Accounts with Industry set to Manufacturing Or Retail. To achieve this you would use the ‘pipe’ symbol: |. For example, Manufacturing|Retail. EXCEPT Search Example: All Opportunities EXCEPT those with the Source field...
Critical Fields
...critical filed has been removed from an item? Item saves will be unaffected, the item screen will display a warning banner prompting users to ask their administrator to check the...
Generic Phone Integration Overview
...automatically keeps records of calls made within the product. This allows users to keep track of phone calls made to specific customers, when they were dialled and how long the...
Single Sign On
What is Single Sign On? Gold-Vision 8 makes use of a more secure Single-Sign-On (SSO) system. Gold-Vision SSO includes Two-Factor Authentication providing the following benefits… Helps the user experience. Provides...
Editing Tasks
Click on the Ellipsis Icon (3 vertical dots) shown on the right. Close modal Edit From here you can click the Edit option to amend the Task Description, Start &...
