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Articles tagged "Data Management" returned 241 results.
Page 7 of 25
Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
Undelete Records
Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....
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...
Microsoft Dynamics NAV Integration Overview
...question, as well as being able to conduct stock lookups based on data from Dynamics Nav. Financial data Viewing your financial data has never been easier, as information can be...
Campaign Introduction
...Gold-Vision and Lead Management data. In Gold-Vision campaigns you can also build source lists for use with Outlook email, phone, letter, SMS, Gold-Vision Connect or Export to a csv file...
Introduction to Time
...(i.e. 100 tickets for net £5,000). Do I have to use Products? If you are not using products the Simple Time Management will allow you to add an Estimated Time...
Exchequer Integration Overview
Close modal From real-time management reporting to accounting on the move, our Exchequer integration offers a range of benefits that will enable you to simplify your processes and strengthen...
Portal Overview
...on your system. Step by step process Install the Portal Portal Management Configure Account or Activity Pages Style your Portal Configure Portal Settings Enable Portal Access Configure Portal Role Management...
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...
