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Articles tagged "manager" returned 53 results.

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Google Mapping Integration Overview

...map data for quick and easy analytics. For example, segment your map data by account manager or industry for an immediately relevant map view to your needs.   3 Key...

Web Form Integration Overview

...unqualified. Please contact your account manager to enable the web form integration. At Gold-Vision we have setup Web Form Integration with our website to capture demonstration requests. A potential customer...

Setting up a service account for Office 365 & Exchange

...User Mail Tracking Setup. This guide covers the different requirements for Office 365, Exchange 2013 to 2019 and Exchange 2007-2010. For any other email systems, please contact your Account Manager...

GDPR Definitions

...DPIA, you will be ready to map these processes to your specific Gold-Vision instance. See moreIf you have specific questions regarding Gold-Vision and GDPR please contact your Account Manager directly....

Mail Tracking Settings

...default. Get in touch with your Account Manager if you want to set this up. Close modal Never – Default option. Emails which are purely internal to the company are...

Note Alerts

...can be sent from Gold-Vision if there have been any changes to the activity respectively.   Example 2 You could be an account manager and want to stay up to...

Preparing your data

...assist with Excel functions which can be run over your data. Account Managers / Users  Ensure that if you have names of Sales people or internal users who own the...

Support and assistance

...on your integration there may be a requirement for your instance to be covered by ‘Club Support’. For further information, please contact your account manager to discuss your specific needs....

Requesting Access

...use of the API is subject to a successful application which can be found here and confirmation of the Acceptable Usage Policy. Please contact your account manager for further information....

Managing your Sage 50 integration

...that has been created in the admin console. For example, if an account is pushed through to sage with a specific account manager, this can create an alert in SAGE....