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Articles tagged "Data Management" returned 241 results.
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Introduction to Importing Leads
The Lead Management module provides an ideal environment for working on data outside of the main Gold-Vision system. For example, you may wish to keep a number of lists for...
Using Privacy Actions in Gold Vision GDPR
...Data Administrator via the Privacy Dashboard. Personal details contained in data sources will also be removed and will also be deleted from any Data Sources into which the contact has...
Updating an Import
...Option 1 – Using a Control Column to update the original list If you think that you might at some point use a Data Cleansing Agency to update your data...
Configure QuickBooks Online integration
...Online Estimate Enable this Module so that Gold-Vision Quotes will be sent to QuickBooks Online as Estimates Edit Mappings lets you choose which Gold-Vision Quote fields data you want to...
Loqate Address Lookup Integration Overview
...and is the most reliable way to capture accurate address data and ensure data quality in your system. Loqate Integration for Gold-Vision CRM Bad data is just as bad as...
Data Sources Overview
...and then add them to a Data Source. Or you can create a new Data Source from the view menu. Close modal Data Sources have two types; Static and Live....
Team Management
You can organise your Marketing users by keeping them in Teams. To create a new team, go to ‘Team Management’ and press ‘+ New Team’. Close modal Then add a...
User Management
...including Global settings, User & Team Management and Application Version information. Info A subscription to Gold-Vision Marketing has 3 tiers; Starter, Plus and Ultimate. If you need more users then...
Personalise emails with data tags
...data tag in your email template, double click in the space within a text block where you would like to insert the data. Select Data Tags and select the option...
Using your Sage 50 Integration
...data in Gold-Vision Financial information is pushed into Gold-Vision from SAGE in the following formats: Sage Customer data is pushed into Gold-Vision Account fields Sage transaction data, such as invoices...
