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Articles tagged "Administrator" returned 90 results.
Page 5 of 9
Touch point automation
...Touch Point Automation is fully configured in the Administration console. Please contact your Gold-Vision Administrator for more information. Benefits of Touch Point Automation There are a number of ways that...
Using Touch Points
...blank if you have not yet configured Touch Points in the Administration Console. For help with this see your Gold-Vision Administrator If it does, then Gold-Vision will automatically assign that...
How Can I Use Profiles?
...in the Settings area. Your administrator will be able to create the fields required. Please refer to our Screen Designer help pages for more information. The main benefits of using...
Configuring Time
To configure Time, Administrator users will have to define the working day hours in the Settings area and Screen Design the Time section onto the required Gold-Vision Records This video...
Creating Templates & Template Tags
...Administrator for more information. Template Settings Using this screen the default template document shared path can be specified. The template share can be a UNC network location, local or network...
Legacy Touch Point Settings & Categories
Touch Point Settings and Touch Point Categories can be found in the Settings area. Legacy Touch Point Settings As an Administrator you can use this screen to configure the interval...
Updating The List Design
Updating the List Design As an Administrator you can add or remove columns from a list as well as select the default layout. Available in the Settings area, select List...
How Can I Restrict Access?
...executive or administer groups will be able to access the record. Private – the record will only be visible to the Account Manager and Gold-Vision Administrators. Close modal Tip Tip:...
Import TPS (Telephone Preference Service ) Data
In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...
Document alerting
...alerting configured from the settings area in the top right hand corner of the screen. Then search for ‘Document production’. You will need to be a System Administrator to view...
