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Articles tagged "items" returned 85 results.
Page 4 of 9
Using Google Mapping
...all major lists to allow any geocoded items to be displayed on a map. In order for the map view to be displayed, one geocoded field must be selected to...
Configuring the SharePoint Online Integration
...Online “site” and accessed through the product. The integration is capable of the following:- Automatically create folders in your Sharepoint Online site and link them to Gold-Vision items Allow users...
LiveChat Integration Overview
...a customer or a new contact person. Create new items from chats Turn your chats into new leads or contacts and grow your database. Support agents can create a new...
Mail Tracking & Calendar Troubleshooting
...track against Gold-Vision items when using reference numbers in the email subject Check if the email subject has the correct reference that matches exactly Check if the Reference Number Alert...
GDPR Definitions
...you might hold prospect data for 2 years, at the end of 2 years the record will be marked as an Expired item. See below. Deleted Items Deleted Gold-Vision records...
Configuring LiveChat Integration
...“Target URL”. Select “Add a Webhook” button. Close modal Setting Group Defaults When a LiveChat is initiated users will have the option to create new items in Gold-Vision. This is...
Monitor And Manage Privacy Data
...marked as Personal or Sensitive are the fields which are erased. If there are personal or sensitive fields stored in other Gold-Vision items, such as profiles or opportunities, they will...
Searching and Filtering Lists
...* or % * or % allows items to be searched when only part of the information is known. Example: Type in – *brown or %brown –> list of Contacts...
Disabling & Deleting Users
...any items owned to be transferred to other users – using Bulk Replace. Un-tick the ‘Show on User List’ if you no longer want items allocated to a disabled user....
Managing Activities
...Activity to another Gold-Vision item from the link button Close modal Email from an Activity Email the Contact by clicking on the Activity Contact’s email address Creating new items from...
