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Articles tagged "opt-in" returned 185 results.
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Emails Overview
...in response to this email, such as if they opened the email or clicked on a particular link. Info See Automated Email and Follow up Email for more information...
User Defined Reporting
...Fields, Filters & Sort options. Close modal When you Save your report, you will be given the option to Run, Export Data, Copy or Delete. Info Choosing Run will create...
Setup GDPR In Gold Vision
...marked as either “Personal” or “Sensitive” within the Screen Designer area in the Settings area. Typically, you will want to configure Contact fields. Close modal Within Field Security you...
Configuring the SharePoint Online Integration
...menu Click on Integrations The integrations store front will load Find and click on Sharepoint Online Click the Install button Follow the on-screen install instructions until install is complete Next...
Brand Settings
...options that you specify here. Info See Emails Overview for more information on using Contact Preference Types with your Emails. Archive your brand If you no longer require...
Create Data Source
...All Records Account Contacts which will include all contacts from the Account associated to that record. Advanced Options will allow you to set whether this data source is to include...
Product News
...times, an inline edit on Quote list contacts, the what’s next settings now includes a ‘Forever option, plus our Webinar schedule and more. February 2023 Introducing Gold-Vision enhancements and updates...
Creating Appointments
...can be edited as normal date fields in Gold-Vision. Both dates must be supplied when creating an appointment. Default Start and End Dates When creating a new appointment the start...
Managing Activities
The Activity main menu enables users to perform different actions to the Activity record Close modal Edit Activities Close modal Close modal The information to update data such as...
Standard Reporting
...a format eg word, CSV Refresh – if changes to the selectable options have been made, click Refresh to update to information. Print. Info Standard reports can not be edited....
