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Articles tagged "data_privacy" returned 187 results.
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Data Import Tips
...the column no matter what. o IfSourceNotBlank – updates only if the file field contains data. o IfTargetBlank – updates only if the Gold-Vision field doesn’t contain data. o Never...
Importing your data
Data import step by step Once you have prepared your data and downloaded the import tool, click to start a new import: Select the Import Type Select your file. Note:...
Updating an Import
...you might at some point use a Data Cleansing Agency to update your data you should add an extra column to your CSV file called Control Column before you import...
Categorise Your Data
Data can be tagged in Gold-Vision using Categories. Info Categories can be set up in Screen Design. You need to be an Admin to complete this task. To update Categories...
Managing Duplicate Data
There are several ways to keep your data clean in Gold-Vision. Click to watch our web clip to see how to manage duplicate data: Duplicate Checking When adding or amending...
Introduction to Importing Leads
...Gold-Vision Data. Importing Leads Steps Configure Lead Management Settings Prepare your data Download the Data Import Tool Import your Leads Configure your Lead screen Assign leads Qualify, progress leads, promote...
Meta Data
Sending a request for a Gold-Vision objects meta data allows you to see the fields available for use as well as the data type for that field. Special fields such...
Automated Email
...more about the differences between Static and Live Data Sources. If your chosen Data Source was Live then you can select the Set automation actions button. When contact is added...
Using your Sage 200 integration
...into Gold-Vision from SAGE in the following formats Sage Customer data is pulled into Gold-Vision Account fields Close modal You can also view Sage transaction data, such as invoices and...
Import TPS (Telephone Preference Service ) Data
...included in on the TPS list ensure this is a text file and only includes one column with the phone numbers. Go to Settings and under Data Management click on...
