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Articles tagged "log-time" returned 168 results.
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Managing data privacy
...you to manage when privacy notices are sent and can automatically write to a contact “Privacy Log” to ensure the date and time of notification is logged for future reference...
Getting Started
...you need to know in order to get up and running with confidence from day one. Close modal Logging in and your Home Page Before anything else, you need...
Account Portal Management
...Open Style Editor button to display the styling options. Close modal Logo – click to select or drag a logo to display on your portal page. Typography – select the...
Automated Connect campaign
...past the hour Daily – choose a time of day Weekly – choose a time of day and day of the week Monthly – choose either to set the date...
Welcome new customers
...will receive each follow-up stage two days after the previous email. Set up the automation by running your Stages using Automated Run and choose your time of day to send,...
Google Mapping Integration Overview
...make more efficient use of their time on the road – planning routes in advance or on the go, using real-time data. Map view See your data on a map....
Loqate Address Lookup Integration Overview
Close modal Gold-Vision’s integration with Loqate allows you to get the best address data every time. Address verification from Loqate makes adding addresses to accounts and contacts a breeze...
Configure QuickBooks Online integration
Configure QuickBooks Online integration An Administrator user will need to configure each required module for the integration, the modules available are below: Real-time Modules – which send information from Gold-Vision...
The New Gold-Vision Home Page
...page at any time by clicking on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Close modal Dashboards You haven’t lost your dashboards...
Pin to Home Page & Menu
Home Page Use your Home Page to display frequently used/ viewed Dashboards Click on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Pin...
