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Articles tagged "project" returned 67 results.
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What’s New in Gold-Vision 8
...with users being able to record multiple primary, business and billing addresses and refer to them periodically. Close modal Time Understanding where your team’s time is going, which projects are...
Microsoft SharePoint Online Integration Overview
...such as activities and projects, contacts, and accounts. Easy file viewing and editing – Gold-Vision allows users to view a list of files and folders from linked Sharepoint Online folders....
Microsoft Outlook Integration Overview
...internal emails to projects with no manual work required. Gold-Vision automatically imports or exports contacts, and even matches them with the correct account. Close modal 3 Key Benefits of our...
LiveChat Integration Overview
...or account, such as an activity, project or opportunity. Chat transcripts – Once you have finished talking to a customer via LiveChat, Gold-Vision automatically takes the chat transcript and saves...
Exchequer Integration Overview
...integration with Gold-Vision is perfect for you. By integrating both systems, users are provided with a complete view of customers from within Gold-Vision. Save time Turn Gold-Vision projects into Exchequer...
Custom Integrations Overview
...organisation uses different tools and has different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built...
Using Gold-Vision
The Basics Sales Campaigns & Connect Profiles Projects & Time Events Reports Portal Not sure what to do? Our support team is ready to help Raise a Support Ticket All...
Preparing your Lead Data
...or all of: An Account (Company) record A Contact Record An Opportunity e.g. a sales opportunity An Account Activity e.g. a follow up call A Project associated with the Company...
Mail Tracking Settings
...internal domains option defined above), but it can be configured if required (for example to link internal mails to project or activity records in Gold-Vision). This option is disabled by...
What Is GDPR? Including Best Practice
...Assessments (DPIA) will become mandatory for certain circumstances. Privacy impact assessments can become part of your existing risk or project management workflow. Further information is available in the ICO’s guide...
