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Articles tagged "highlight-rules" returned 46 results.
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Configuring the Lead Forensics Integration
...display the Gold-Vision logo next to your data once it is enabled 3. Navigate to Touch Point Rules from the settings area Close modal 4. Create a new touch point...
Facebook Integration Overview
...by setting up Facebook rules within Gold-Vision. For example, Gold-Vision can be set to automatically create new leads for any followers interacting with your page or posts on Facebook who...
Using Appointments to manage diaries
...appointments and also filter by Appointment type Use the Highlight drop down to filter by Owner or Appointment type Use the view menu to view all appointments for your team...
Building your Template
...and the relevant options will appear. You can also edit the text properties using the inline editor that appears when you highlight text in a text block, such as formatting...
Managing your Exchequer Integration
...found highlighted in orange below. Once the data is in Gold-Vision is can be used to produce reports, charts and dashboards Transaction Header Close modal Close modal Close modal Close...
Outlook Plugin Troubleshooting
...may be useful to highlight and resolve issues. Close all Outlook windows Re-open Outlook Slick Start Type “Event Viewer“ Click on the Event Viewer Expand the view to Windows >...
Mail Tracking & Calendar Troubleshooting
...against all your Gold-Vision users, which will highlight any issues with the initial connection. Please note this test may take a few minutes to run. Each user’s mailbox is checked...
Importing your data
...link to a file containing the logs showing the number of rows imported and an explanation of any errors Import Preview Any rows that have failed will be highlighted in...
Amending Drop Options
...Tip Tip: Drop downs can be configured to your requirements – new options added, sorted into alphabetical order, highlighted in a specific colour. You can also drag and drop the...
Create a follow up stage
...on Add follow-up stage and fill in all the relevant fields that you require. Please note that all mandatory fields are highlighted in red. Once complete, click Save. Close modal...
