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Articles tagged "system" returned 87 results.
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Viewing & Reporting-Time / Units
...4. Time / Unit Entries on the Global Time Entries list To view all Time/ Unit Entries from the system, from the Main View Menu click on Time Entries Close...
Calendar Synchronisation
Calendar Synchronisation allows appointments created in Gold-Vision to be synchronised with an external calendar system and for appointments created in an external calendar system to be brought synchronised into Gold-Vision....
Lead Scoring
Why use Lead Scoring Combine Touch Points with Lead Management to create a marketing lead scoring system resulting in fully qualified leads. It’s a great way to work out which...
User Configuration
...System Administrator – Full administration rights – can see all data, irrespective of any security that may be active on it, and change the rights for all users. Tip Tip:...
Document alerting
...to be a system admin to create an alert. Head to the settings cog in the top right hand corner of the screen and select configure alerts. Here you will...
Mail Tracking Settings
Global Mail Tracking Settings To setup the global Mail Tracking Setting for your Gold-vision system go Mail Tracking Settings in the Settings area. In addition to these settings mail tracking...
Mail Tracking & Calendar Troubleshooting
...explore. General Mail Tracking Diagnostics The below sections cover general diagnostic information that can be used at a system-wide level to pinpoint either general error or used to identify specific...
Configuring the SharePoint Online Integration
...document editing Warning Important: Please note that Gold-Vision can only integrate with a single document storage system and therefore if you have already integrated with another document storage system you...
Configuring Loqate Address Lookup
...for Address Lookup The first step is to turn address lookup on and select Loqate for the chosen system. Open the Settings menu Select Geo Settings Select Loquate Capture Interactive...
Eventbrite Integration Overview
...you integrate with Gold-Vision CRM. When integrated with our system, Gold-Vision automatically and continuously creates ticket types and bookings for your imported events. Plan Easily create your event within Eventbrite...
