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Articles tagged "update" returned 93 results.
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Introduction to Sites
...8. You don’t have to use Sites if you don’t require this functionality, but the way users update and change Account and Contact addresses has changed, to find our more...
Managing Activities
The Activity main menu enables users to perform different actions to the Activity record Close modal Edit Activities Close modal Close modal The information to update data such as...
Managing Appointments
...within Gold-Vision or within a third party calendar the attendance data will be kept in sync. Primary Appointment Actions Close modal Edit the information to update data such as Activity...
Create a ‘Cherry Picked’ source
...Included and Excluded areas on the source. Close modal Your source can now be added to a Campaign stage or exported to a CSV file. Tip Refreshing your Source updates...
Add to an existing source
...your list to and click OK. Close modal Once the list has been added to an existing source you will need to refresh the recipients to update the campaign source....
Data privacy opt in
...has now Double-Opted-In – this will be updated against the record in Gold-Vision so that you can easily filter these contacts. Close modal Info You may need to screen design...
Managing unsubscribes
Viewing Unsubscribers in Gold-Vision If a contact unsubscribes from a Gold-Vision Connect mail shot, then their Contact record will be automatically updated. You will notice on their contact record that...
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...
Resources
Webinars Book a Gold-Vision webinar or view on-demand. Product News View our latest product releases, & technical updates. Tips, Web Clips & More Take a look at our latest resources...
Web Form Integration Overview
Gold-Vision web form integration can automatically update the Lead management area in Gold-Vision with new leads. You may already have a web form on your website which captures your lead...
