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Articles tagged "log" returned 78 results.
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Portal View – Examples
View the Portal When logging on to the portal users will see the Account and / or Activity details as defined when designing your Portal. For more information on how...
Configuring the Adobe Sign Integration
...in with your username and password or sign up for a free trial. Once you have logged in with your Adobe Sign Account you will be able to view the...
Product News
Product Updates Introducing the all-new Gold-Vision Marketing Explore Gold-Vision Marketing in its entirety, from initial research through to development and product features – this blog has everything you need to...
Managing Quotes
...quote, select Action – Copy –then Select an Opportunity – a new dialog box displays asking how many quotes to create and at what interval; monthly, quarterly, annually or none....
Using Contact records
...Privacy actions. These can be accesses from the Contact record under Actions Log Erasure Request Privacy Notice Provided Record Purpose Subject Access Request To find out more on how to...
Touch point automation
...you can use automatic activities and alerts to make your life easier: Automatically create a ‘Showed interest in new product’ Contact Activity when a Contact has read a particular blog...
Outlook Plugin
...may need to specify your logon details (including domain name). The proxy settings allow you to set a proxy address if needed to connect to the Gold-Vision server. If you...
User Mail Tracking Setup with Basic Authentication
...run a test, if it passes then save, the dialog will close and return to the user. Step 3 – User Mail Tracking Settings Once the above Settings have been...
GDPR Definitions
...lawful basis for processing personal data according to ICO Article 6 https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/ Privacy Rules – Set up automated system rules to apply the purposes you have created. Privacy Log –...
Importing your data
...link to a file containing the logs showing the number of rows imported and an explanation of any errors Import Preview Any rows that have failed will be highlighted in...
