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Articles tagged "data" returned 194 results.
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Logs & Log Settings
...to users. DataTransferService_yyyy_mm_dd.txt – Log for the Gold-Vision Data Service, which synchronises data to and from Gold-Vision Connect, including mailshots and delivery, click-thru and bounce back data. ThirdPartyData_yyyy_mm_dd.txt – Log...
Using Secure Notes
...database with encryption so that the data cannot be read if unauthorised database access were to take place. Additional visibility can be configured so that the note can only be...
Product News
...your team back, and take practical steps to boost usage, data quality, and business impact. 6 urgent cybersecurity measures to shield your business from threats Learn essential cybersecurity best practices...
Using Contact records
...recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. Categorise Your Data page....
User Defined Reporting
...a formated report that provides options for saving to Word, Excel or PDF. Choosing Export Data will provide an unformatted CSV download of the raw data. Tip Tip: Users can...
Touch Point Rules
...we want to create a Lead so this box is ticked. Close modal Linking When a Touch Point is imported Gold-Vision will try to match the data against Contacts, Accounts...
Managing your Sage 50 integration
...50 Integration: Close modal Click into your Sage integration and you will see a list of all of the available integration modules which are responsible for pushing and pulling data...
Email Recipients
Click on the Add Recipients button, to include the recipients who will receive this email. Close modal Click on the Add Data Source button and this will open all data...
Automation Overview
Info Email reacts to data changes. This button controls how the email behaves for send based on whether the data source that you have used for your recipients...
How we keep Gold-Vision secure – insights from our Infrastructure Team
Webinar Description Security and reliability are at the core of Gold-Vision CRM. But how do we ensure your data stays protected, your system remains resilient, and your business can operate...
