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Articles tagged "import-type" returned 187 results.
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Calendar Settings for Office 365
Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Calendar Settings. Close modal 3. Select Office 365 as the type. 4. Input the users...
User Mail Tracking Setup with Basic Authentication
...modal On the Mail Tracking Settings window enter the following details: Type Enter the type of mailbox (click the mailbox type below for the remaining options which differ depending on...
Using the QuickBooks Online integration
...Account is pushed to QuickBooks Online when the Gold-Vision Account Type is set to Customer: Close modal Once the Account record is saved the integration will create a new Customer...
Configure Alerts Introduction
...site explains the key areas of setting up and managing alerts. Configure Alerts Choose the Alert Type On Save Alert – When a Gold-Vision item is saved, if specified criteria...
Preference centre
...Connect by Connect Administrators by selecting Settings and then Campaign Types: Close modal Once a contact has updated their preferences, the results are captured in the Campaign Type Preferences list...
User Access Options
...Access Rights When a user’s team does not have access to a particular item type, all icons and menus to that item type will “disappear” from the Gold-Vision user interface....
Marketing Settings
...the volume of emails within a given number of days. Limit by Type allows you to limit the number of emails that can be sent based on the email type....
Managing your Leads
...show Leads that have not been promoted or discarded. You can see the default list by selecting View – Leads. Duplicate Leads When Leads are first imported, and as changes...
How to send an email with Connect
...email. Click the grid icon in the top right corner of your screen on Gold-Vision, and select Connect. Close modal Tip Email whitelisting is an important process to improve email...
Configure your Lead Screens
When a list is imported a new, default screen layout is generated each time. Note – Each imported list has its own associated screen design, which will be used whenever...
