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Articles tagged "contacts" returned 100 results.
Page 6 of 10
Duplicate Scoring
...are valid (i.e. contain “@”). e.g. “smanderson@gold-vision.com” matches “smanderson@gold-vision.com (duplicate email)” Contact Phones Score: High Level: Contact Two records have the same phone number recorded as either the contact’s main...
Address Lookup
...is updated every day from Royal Mail’s Postcode Address File (PAF®). This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with...
Introduction to Sites
...now create multiple Sites (addresses / locations) for Accounts or Contacts and these can be assigned independently to different records as listed above. The Site object represents a location/...
Managing Appointments
...as attendees. For example – the Primary Contact. Invite Attendees Close modal Attendees can be added to the appointment when in Edit mode. Attendees can be Users, contacts or Teams...
Using Bulk Replace
...Tip: Lists within Accounts, Contacts, Events, Opportunities, Quotes and Activities can be bulk-replaced. Multi Select – Bulk Update You can multi-select lines to bulk replace field data for those selected...
Add to an existing source
Add to an Existing Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Go to the Actions menu, select...
Automated Connect campaign
...list. Send to new recipients only – tick this box if you want to ensure that only new contacts added to your campaign source will receive the mail shot. Once...
Create a campaign source
...a Source Filter any Gold-Vision or Lead Management list as you require so that only the contacts/accounts you need are left. Then go to the Actions menu, select Campaign, then...
Letter Campaigns
Using the Letter Media type for a campaign stage enables you to create and print individual, personalised letters to your contacts. Using Contact template tags, you can automatically add the...
Preference centre
Managing Campaign Preferences – Connect Link Using Connect you can add a link to your template that will take contacts to the Preference Centre. From here, every contact can manage...
