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Articles tagged "contact" returned 195 results.
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Managing data privacy
...with a second email to the contact requesting they update their contact preferences. Close modal When the contact updates their preferences this data will link straight back to their...
User Mail Tracking Setup with Basic Authentication
Please note: For information on configuring Mail Tracking with Modern Authentication, please click here. Gold-Vision can be setup to automatically track emails (and synchronises Appointments, Contacts and Tasks from Microsoft...
Getting Started
...existing items, such as accounts, contacts, leads and opportunities. You will also be able to view any custom menus here, for instance a menu specific to your sales team or...
Manage Event Bookings
...more than one Event at the same time. Close modal Add Contacts, Leads or Anonymous Attendees Once your Booking is created select to add either: Contacts – You will be...
Configuring DocuSign Integration
...to enable this contact DocuSign Support here. Required prerequisites for two-factor authentication: Contact/User valid email address Contact/User valid mobile phone number Please Note: Gold-Vision integration with DocuSign will use the...
Using LiveChat Integration
...example a new Opportunity or a new Activity. If you use Gold-Vision for Customer Support Teams, your Contact Activities are likely set up as Support Tickets. The Contact Activity can...
Introduction to Sites
...Contact Opportunity Quote Project Profile Activity (Account, Contact, Opportunity & Project) Campaign Event Event Session The address details for Gold-Vision records are now held in the Site record. Users can...
Letter Campaigns
Using the Letter Media type for a campaign stage enables you to create and print individual, personalised letters to your contacts. Using Contact template tags, you can automatically add the...
Configure Activity Page
...Roles– allows you make the space editable to contacts with the user roles selected. Restrict Access by Contact ownership – allows you to restrict access only to the Contact of...
Portal View – Examples
...to configure this please visit the configure Activity or Account portal pages. For example: If you have chosen Contacts the contact names and fields will be displayed. If you have...
