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Articles tagged "pre-defined" returned 171 results.
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HTML templates
...see a visual of your template, and save. Close modal To preview what your HTML template will look like once sent, you can either click on the Preview Template icon...
Role Management
...a special ‘Super User’ role that has access to everything on the portal. Tip Please note names of the pre-existing roles in Gold-Vision are generic and they are not associated...
Logs & Log Settings
...Info messages can help diagnose any specific errors. The Keep Logs For (Days) setting ensures that old log files are cleared up after the defined number of days. Tip Tip:...
Using Privacy Actions in Gold Vision GDPR
Info Gold-Vision Administrators, having defined their GDPR policies, will be able to record a purpose against both Leads and Contacts. This purpose will outline the lawful basis and retention period...
Enable Portal Access
...they will be presented with a login screen where they can enter their email and password. There is also a link to Forgot Password? to reset the password if required....
Portal View – Examples
Logging on When a user clicks on the URL they will be presented with a login screen where they can enter their email and password. There is also a link...
Letter Campaigns
...address, salutation and a variety of user defined contact fields. 1. Set up 2. Create a template 3. Creating and running a letter campaign Setup Letter Campaign To set up...
Manage your Sales Team Introduction
...a series of activities for correct team members with defined due dates and follow up on the creation of new opportunities Click here to find out more. Close modal...
Introduction to Sites
...address attributed to an Account record and they enable the other Gold-Vision records to be defined by an independent location. You can use sites to select a particular billing address...
