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Articles tagged "alert" returned 60 results.
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Enable Portal Access
...you could set up an email alert to send the ULR to the contact (See more about creating alerts) Close modal Logging on When a user clicks on the URL...
Using the Xero Integration
...pushed from Gold-Vision can be seen on the Contact record in Xero: Close modal Push a Gold-Vision Quote to a Xero Draft Invoice Based on the configuration alerts setup for...
Pin to Home Page & Menu
...be opened with the template field data pre-filled as a default, saving time. Close modal Info This functionality replaces and improves on the “Custom Item” alert functionality from version 7....
Creating Activities & Reminders
...from dropdown menu – if not entered will default to “Not Started.” Due Reminder – will create an Alert for the Activity owner which will appear on their Action Centre...
Easy Navigation Tips
...when the start date is reached (and they’ve not been completed). Alerts are your reminders and you can also see Emails and Appointments. Close modal Tip Tip: You can quickly...
Merging Accounts Or Contacts
...losing any information. Close modal Info There is no undo facility and the merging process will not cause Alerts or Triggers to fire. Close modal Info Make sure you select...
Using Account records
...clicking Note icon. Click here to find out more about Creating & Using Notes. Close modal Tip Tip: Notes can be broadcast via email or alerts to other users. Add...
Using Contact records
...Click here to find out more about Notes. Close modal Tip Tip: Notes can be broadcast via email or alerts to other users. Add Links to a Contact record Setting...
Touch Points introduction
...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...
How Can I Use Profiles?
...profiles are… Multiple profiles can be created against an Account and Contact. Profiles make it easy for you keep records up to date. Expiry dates can tigger alerts to remind...
