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Articles tagged "touch-point-alert" returned 111 results.
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Managing your Sage 50 integration
...alert criteria for when that module is triggered. Configure icon against that module will let you modify the mappings that are used for mapping data between Gold-Vision and Sage: Close...
What’s New in Gold-Vision 8
...list Alerts Emails Calendar Appointments Close modal Improved Alerting We’ve also made changes to our alerts, making it easier for you to identify key or valued information at a quick...
Gold-Vision On-Premise Technical Requirements
...plan File API Document Storage Please follow the below recommendations if you require to capture files for the following: Gold-Vision Portal Aster API end points Info NOTE The File Api...
What Is GDPR? Including Best Practice
...of your current position. The Information Commissioner’s office have a suggested list of processes to run through to become GDPR compliant. We’ve summarised the key points as general guidance, refer...
Mail Tracking & Calendar Troubleshooting
...reference that matches exactly Check if the Reference Number Alert is active Info Click here to find out how to automatically link emails to items using reference numbers and alerting....
Creating Appointments
...list. Gold-Vision Reminder Alert If you select a reminder option then all users who have not declined the appointment will receive a Gold-Vision alert at the selected time before the...
Advise the customer that their subscription is due
...eg the renewal date by adding the item data field from the drop down. Close modal Step 2 Create a Reminder Alert Conditions – eg: when the Renewal...
Automatic Email to confirm a call has been logged
...modal Step 2 Create the On-Save Alert for a Contact Activity. Conditions: when the item (Contact activity) is created. Action: Email the Contact, select the relevant Template. Close modal Tip...
Automatically creating Project Activities
...following syntax into the data value box for that field ={ [START_DATE] + 2w } Save and activate the alert Close modal You may wish to notify recipients when new...
Configuring the Eventbrite Integration
...button will be made the owner of the Event. Alert Event Owner if Overbooked We strongly advise leaving this setting to Yes. If you add Attendees both via Eventbrite and...
