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Articles tagged "document" returned 50 results.
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Configure Alerts Introduction
...when emails are received which meet certain criteria. Document Alert – Alert on document generated Touch Point Alert – the touch point score will determine the actions of the alert....
What Is GDPR? Including Best Practice
...with the various lawful basis available for processing personal data. You will need to identify which lawful basis is appropriate for the various types of personal data you process, document...
Using Word Mail Merge
...create your Outlook email. Open Word and Select mailings Select the Step-by-step wizard. Close modal Step 1 Select E-mail messages Close modal Step 2 Starting the document Type the email...
Introduction to Projects
...different predefined Stages, Documents, Appointments, Correspondence (Emails and Notes), Photo Gallery, Links and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for...
Managing Appointments
...may be added. Notes are then visible under the Correspondence section. Click here to find out more about Notes. Use document templates to send a letter or an email. More...
Portal View – Examples
...Documents section to view Attachments in Settings – Screen Designer – area in Gold-Vision. Close modal The note can be viewed in the Correspondence section. Attachments can be viewed in...
Advanced Templates
...paste the template tags that are held in the following area in to your template document: settings -> template tags For example, this template text Close modal could be used...
What’s New in Gold-Vision 8
...decide how many tabs or pages to have, what field sections to include, and whether to add lists, documents or correspondence sections. You also have control over the inclusion of...
Add Products To An Event, Session Or Booking
...Booking is Confirmed and Closed – Won, the Product price will register as a Product Sale. You can include product price information in your Event template documents. You can generate...
Viewing & Editing Lists
...Add on required) Template (Create bulk documents from Templates) Link (Link multiple items) Edit (Edit records in bulk) Delete (Delete records in bulk) See our clip below Close modal...
