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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.

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The Basics Part One

Who is it aimed at? All Gold-Vision users. What does it cover? How to login, your home page view, accessing menus, viewing and adding notes, along with navigation and searching...

Role Management

...to quickly assign multi-level access to a Contact rather than having to assign each individual role to those users. You are able to assign as many roles and groups as...

Getting Started

Who is it aimed at? This webinar provides an introduction to Gold-Vision and is ideal for onboarding new users. What does it cover? Learn how to navigate, create menus, view...

How to Set up the Portal

Guide on how to set up your Gold-Vision Portal...

Portal View Examples

Guide on how Gold-Vision Portals can be used...

Loqate Email Validation Integration Overview

Close modal Gold-Vision’s integration with Loqate Email Validation allows you to increase your email delivery rates, improve your sender reputation and advance your customer communications by allowing you to verify...

Configuring Loqate Email Validation

Close modal Gold-Vision’s integration with Loqate Email Validation allows you to increase your email delivery rates, improve your sender reputation and advance your customer communications by allowing you to verify...

Introduction to e-mail Campaigns

Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your...

Calendar Settings for Office 365

...Appointments if you want appointments created in Outlook to be imported to Gold-Vision, otherwise leave this unchecked. 7. Select Fetch Calendars 8. Select the calendar you want, usually there is...