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Articles tagged "custom" returned 102 results.
Page 4 of 11
Adobe Sign Integration Overview
...a simple online sign-off process for all your important customer interactions and deliver a quality customer experience. Adobe sign integration allows you to send PDF documents directly from Gold-Vision and...
Marketing automation introduction
Marketing Automation enhances some of the standard Gold-Vision and additional module functionality and can be applied to the entire customer lifecycle. For instance, automated workflows can be used to remind...
Simple Time Management
...Activity record if for example you would like to record the time spent by the Customer Service Users. For this specific example users will have a Customer Service / Service...
Using Google Mapping
...view. The view shows individual pins to help users visualise customer locations and will automatically group pins together in order to better visualise the density of customers in particular locations....
Managing your Exchequer Integration
...is pushed/pulled between Gold-Vision and Exchequer Close modal Field Mappings Green fields can be mapped between systems Gold-Vision Account to Exchequer Customer/Supplier Close modal Close modal Exchequer Customer/Supplier to Gold-Vision...
Managing your Sage 50 integration
...them automatically. If Customers are created manually in Sage, you will need to create a manual integration link from this screen. If Sage Customer codes have been modified, you can...
DocuSign Integration Overview
...eSignature handles the most demanding customer requirements, helping you to streamline your sales and project management efforts with a simple sign-off process and delivering an experience simple enough for anyone...
Generic Phone Integration Overview
...integration also allows you to see which team member called a specific customer. This is ideal for multiple team members who are working with the same customer. Setting up the...
Creating Sales Target Charts
Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...
Managing Quote Products
...at this stage or after it has been added to the quote Plus Button Go to the Quote Line section and click Plus button then select Product or Custom Close...
