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Articles tagged "update" returned 93 results.
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Introduction to Gold-Vision Portal
...will see how the… Account page can act as a self-service area for customer to view and update details based on Account, Sites, Contacts and Profile details. Activity page allows...
Data Sources Overview
...Static – In a Static data source, recipients can be updated and refreshed manually. Live – In a Live data source, the recipient list will be automatically updated. This can...
Create Data Source
...Types Data Sources have two types; Static and Live. Static – In a Static Data source, recipients can be updated and refreshed manually. If you use a Static Data Source...
Using Contact records
...then be Re-assigned. The Contact Record will now be updated to show the Account that the Contact is assigned to. Email and Activity records for the Contact will remain with...
Managing data privacy
...with a second email to the contact requesting they update their contact preferences. Close modal When the contact updates their preferences this data will link straight back to their...
Standard Reporting
...Quotes, Activities If applicable the selectable options can be amended and the report updated by re-clicking View Report. Export – Select a format eg word, CSV Refresh – if changes...
What’s New in Gold-Vision 8
...dial your contacts, update notes with voice memos, create new appointments, upload photos to galleries – the possibilities are endless when you have your CRM in the palm of your...
Integrations Pricing
...We aim to keep this page updated at all times and with the latest pricing but we strongly advise contacting us for the most up to date and correct pricing...
Using the Adobe Sign Integration
...happens next Adobe sign will send the document and when it’s signed, this updates the eSign section on your item Close modal Submitted Sent to the signatories In progress Signed...
Configuring the Adobe Sign Integration
...Adobe Sign Text Tag Guide has more info about the Adobe tags. Name {{*Name1_es_:fullname}} Position {{*Ttl1_es_:title}} Signature {{*Sig_es_:signer1:signature}} Date {{Dte_es_:signer1:date(dd/mm/yyyy)}} Note – (date when signed is updated automatically) Tip...
