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Articles tagged "The Basics" returned 386 results.
Page 7 of 39
Creating Accounts & Contacts
...Tracking is turned on emails to and from the contact will track on the system. Business Address The Business address fields will be automatically populated for the contact record based...
Import Contacts from Office 365 into Gold-Vision
...the options in the list to update the Contact. Close modal Alternatively, select multiple contacts to update and then click to import all either as Accounts or Leads into a...
Creating a Project
...the Project from the Action Menu by clicking on the Add Member button Links Links to other Gold-Vision items can be added to projects to show the relationship between the...
Outlook Plugin Troubleshooting
...plugins and prevent them from loading. Follow the steps below to check and enable. Open Outlook Select “File” from the ribbon Ensure the “Info” tab is select from the dialog...
Data Import Tips
...large import. Save the mapping then once the test rows have imported, upload the main file and select Load Close modal Drop Downs The import tool will identify any missing...
Team Management
...Team From the Teams list, click on the plus icon next to the Actions tab at the top right hand corner of the screen. Close modal Give your team a...
Using LiveChat Integration
...in Settings. Close modal Transcript of the chat When the visitor ends the Chat the transcript of the Chat is automatically saved against the Contact and the Account in Gold-Vision....
Monitor And Manage Privacy Data
...Lead. Erasure Requests The right to erasure is also known as ‘the right to be forgotten’. https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/right-to-erasure/ The erasure request list shows Contacts or Leads who have requested that their...
Managing Activities
...an Activity From the Plus Menu users have the option to create the following new items: Close modal New Appointment To create an appointment from the activity select the Appointment...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...Service Account ID (This is the Service Accounts Username) Close modal Close modal Set permissions on the users calendar Go to https://calendar.google.com and login as the user Click the cog...
