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Articles tagged "data" returned 184 results.
Page 6 of 19
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...
Configuring LiveChat Integration
...in the database. Gold-Link credentials – enter your URL, address, username and password for Gold-Link. LiveChat credentials – find these in your LiveChat Agent Profile > Edit > For Developers....
Sage 200 Integration Overview
Close modal Gold-Vision’s integration with Sage 200 allows you to connect your business processes and synchronise your accounting data. This integration saves you time by eliminating the need to...
Configure Secure Fields
...stored in the database with encryption so that the data cannot be viewed if inappropriate database access were to occur. Add a Secure Field To add a new Secure Field,...
Creating A Lead
...the relevant data for your lead and save the record. You can add notes at that time within the correspondence area. Close modal Create a New Lead from the Lead...
Manage your Sales Team Introduction
...Team & data security management Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM Remove/hide all references to unavailable/confidential data or...
