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Articles tagged "contact" returned 195 results.
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Using the Adobe Sign Integration
...file name – this is the name of the document you are sending 4. Add the recipients – Contacts or Users 5. Add the document name – this appears in...
Mail Tracking
How to track emails in Gold-Vision Emails are tracked in Gold-Vision if any of the conditions below are met: Where a Contact has an email address – emails to and...
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...
Gmail Integration Overview
...and CRM contacts, but not from your HR department? Or maybe you only want to sync certain folders within your mailbox? Either way, it’s simple to set up, and then...
Manage Your Day
...including Account Activities, Contact Activities, Project Activities and Opportunity Activities. Then, enter a summary, select a type, set a start and due date with reminders and choose an owner. Once...
Using Account records
...an account record select print from the Action Menu Update Contact Addresses When the Account Address has been updated the Contacts addresses can be updated in bulk from the Action...
Configuring LiveChat Integration
...Mappings Close modal You can set this for Accounts and Contacts as well as for Leads by searching for Display Mapping in the Settings area. Close modal Accounts and Contacts...
Portal Management
...data from your Gold-Vision Accounts, Contacts, Sites & Profiles: Contacts – ideal as a self service area for users to add new Contacts, amend job titles, contact details and user...
Data Sources Overview
...If you need to use Live Data Sources then contact Gold-Vision Support to enquire about upgrading your subscription. You can choose whether to use the Record contact and which Email...
Searching and Filtering Lists
...* or % * or % allows items to be searched when only part of the information is known. Example: Type in – *brown or %brown –> list of Contacts...
