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Articles tagged "pre-defined" returned 171 results.
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Document Storage
Configure Document Storage Document Storage is available within the Settings > Document Storage Gold-Vision can be configured to automatically save documents created from templates to a pre-defined location. Close modal...
Emails Overview
...a particular data source that you have defined. The Follow up Email option is used to create an email hierarchy where emails can be linked together by the recipient’s action...
Import TPS (Telephone Preference Service ) Data
In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...
Using Contact records
...Contact, select the Relationship then click Add Close modal Info Links relationship options can be predefined by Administrator Users in the Settings area Creating documents from a Contact Document templates...
Email Templates
...Choose a starting point for your Email template. You can use either a blank or a predefined layout, or click on the Themes option to choose from a selection of...
Landing Page Templates
...template. You can use either a blank or a predefined layout or click on the Themes option to choose from a selection of Themes. Themes provide a fully pre-designed template...
How to use the legacy drag & drop design tool
...and desktop): Close modal Tip As well as using the Preview Template function, it’s always a good idea to send yourself a preview of the email using the Send Preview...
Gold-Vision On-Premise Technical Requirements
...accessible if you use proxy or a firewall. Description Required Application Gold-Vision Licensing https://licensing.goldvisioncrm.com:8081/ Octopus Server https://octopus.goldvisioncrm.com/ – IP and port: 51.140.35.94:10493 Info In choosing to manage an on-premise installation...
Amending Drop Options
...example; Regions and Territories. In the Screen Designer for an area add a User Defined Drop Field and configure the field, e.g. Regions. Add another User Defined Drop Field, e.g....
Import types
...available account activity fields. Account name or Reference/External ID. Activity summary or reference number. Account Contact Basic Importing accounts and contact with only simple information. Does not include user defined...
