Search Results
Articles tagged "data_privacy" returned 187 results.
Page 5 of 19
Import types
You will need to select the Import Type depending on the data you are importing Close modal Import Types & Match Keys This table below explains the different types and...
How to prepare your data for importing
How to prepare your data for importing on Gold-Vision 8....
Using Lead Forensics Data
Overview Once you have setup the integration, the data feeds into the Touch Points list in Gold-Vision. You can access this list as below : Close modal The Touch Points...
Microsoft Dynamics NAV Integration Overview
...question, as well as being able to conduct stock lookups based on data from Dynamics Nav. Financial data Viewing your financial data has never been easier, as information can be...
Portal Management
...determine where data will be pulled from Gold-Vision Choose Account if you want to display data from Accounts, Sites or Profiles or choose Activities if you want to display Gold-Vision...
Viewing & Editing Lists
...edit data which belongs to that specific list. For example in a Quotes list users aren’t able to in line edit data from the Opportunity even though the fields are...
List Stats
...Depending on the type of data present you will either be displayed numeric statistics or a question regarding which data to display: Close modal Close modal The data can then...
