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Articles tagged "Data Management" returned 241 results.
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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...
Data privacy opt in
...Connect Gold-Vision integrated with Gold-Vision Connect provides you with a trusted database of opted-in contacts who can easily be identified for ongoing communications. You can add a link to a...
Using your Sage 200 integration
...into Gold-Vision from SAGE in the following formats Sage Customer data is pulled into Gold-Vision Account fields Close modal You can also view Sage transaction data, such as invoices and...
Gold-Vision 8 Upgrade Planning
...create a new leads list Notes created in Gold-Vision 8 will display with html tags in Gold-Vision 7 (Gold-Vision 8 allows rich text leads management notes, which are not supported...
Enable Portal Access
...button Close modal Then assign the Portal Group and Roles and click Save. Close modal Tip For more information about Role Management please visit Role Management If you want to...
Web Form Integration Overview
...data. You can use the web form integration to capture this data automatically into Gold-Vision. Lead Management is the best method to capture these leads as typically this information is...
What’s New in Gold-Vision 8
...Design Tool comes the introduction of a new field type which offers multi-select drop down options as standard. This enhances the quality of the data you can gather at times...
