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Articles tagged "automated" returned 28 results.
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Updates
...with the line order resetting when using the API to update Quote Items has been resolved When creating a Products, users can now set the Financial Entity Campaign Automated Campaign...
Introduction to Projects
...different predefined Stages, Documents, Appointments, Correspondence (Emails and Notes), Photo Gallery, Links and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for...
Eventbrite Integration Overview
...Gold-Vision automatically. Promote Engage your customers before and after your events. Send an automated invitation campaign, or contact confirmed attendees, using Gold-Vision Connect. The all-in-one solution makes all event information...
Using Loqate Address Lookup
Postcode Lookup Postcode look-ups can be set-up as an automated link from your Gold-Vision which is updated every day from Royal Mail’s Postcode Address File (PAF®). Click here to sign...
Logs & Log Settings
...show any issues with mailbox connections to Exchange/Gmail. GoldScheduleLog_yyyy_mm_dd.txt – Log for the Gold-Schedule service, which controls automated processes such as mail tracking, reminder alert checking and firing of alerts...
GDPR Definitions
...lawful basis for processing personal data according to ICO Article 6 https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/ Privacy Rules – Set up automated system rules to apply the purposes you have created. Privacy Log –...
What Is GDPR? Including Best Practice
...to automated decision-making including profiling Identifying any areas to improve on is a good starting point to identify the changes that need to be made within your organisation. Generally, the...
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...
