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Articles tagged "role management" returned 113 results.
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Token Management
Tokens that are generated last an hour (they are returned when requesting in seconds by default 3600), this means you won’t have to keep requesting your token every time you...
Preparing your Lead Data
The Gold-Vision Lead Management facility can be used to import a wide variety of different List formats. For example, you might have a list with just Company name, Contact name...
Gold-Vision On-Premise Technical Requirements
...Required Application Windows Internet Information Services (IIS) Web software for hosting application Application Server Role Components Microsoft .Net framework v4.8 Web Server (IIS) Support Web Server (IIS) Components Windows Authentication...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...two-way link between Gold-Vision and Gmail Appointment creation and management. Configuring your Gmail Integration There are 2 options available when setting up your Gmail integration with Gold-Vision: (Option 1) Create...
Downloading the Data Import Tool
The Data Import tool enables the Gold-Vision Administrator to import large amounts of data into Gold-Vision. You will need to have access to Settings → Lead Management settings to download...
Settings, View & Publish
...can amend the Space name. Description – you can amend the Space Description Access – make the space visible to the contacts associated with the roles. Click on the Save...
Managing Activities
...to an account records alongside their roles by selecting the Add Member option Delete an Activity Account records can be delete by selecting Delete from the Action Menu. Info Please...
Managing Opportunities
...Member to an Opportunity Different Members can be added to opportunity records alongside their roles and relationships Email from an Opportunity Use this option if you would like to email...
Product News
...know! Introducing Dashboard Management Gold-Vision’s popular Dashboards feature has recently been updated to introduce new management tools! Read now to find out more… Gold-Vision celebrates securing three new awards from...
