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Articles tagged "Upgrading to Gold-Vision 8" returned 356 results.
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Portal View – Examples
...note can be viewed in the Activities section against your Gold-Vision Account. Notes can also be added to your Activity. Close modal Info Please Note – Changes to Gold-Vision fields...
Gold-Vision Marketing Showcase
...answer any questions you have about Gold-Vision Marketing and what it has to offer. What is Gold-Vision Marketing? Gold-Vision Marketing is our brand-new, fully integrated marketing tool that comes with...
GDPR Definitions
...DPIA, you will be ready to map these processes to your specific Gold-Vision instance. See moreIf you have specific questions regarding Gold-Vision and GDPR please contact your Account Manager directly....
Logs & Log Settings
...to users. DataTransferService_yyyy_mm_dd.txt – Log for the Gold-Vision Data Service, which synchronises data to and from Gold-Vision Connect, including mailshots and delivery, click-thru and bounce back data. ThirdPartyData_yyyy_mm_dd.txt – Log...
Updates
...as not required. General Users have the ability to navigate to Gold-Vision record from the Map View The ‘’Show on Account Manager List’’ checkbox field on User Profile behaves correctly...
Using the Microsoft Dynamics NAV Integration
...Viewing Dynamics NAV Financial data in Gold-Vision Financial information is pushed into Gold-Vision from Dynamics NAV in the following formats: 1. Fields against the Gold-Vision Account Close modal 2. Dynamics...
Using Contact records
...use these option visit Using Privacy Actions in Gold-Vision – GDPR page. Using Privacy Actions in Gold-Vision – GDPR page. Categories In addition to user defined fields unlimited numbers of...
Creating Templates & Template Tags
...to all users as GVTemplates to allow Gold-Vision access to the Word Template files. The templates folder has sub-folders divided by type of template and item type. See your Gold-Vision...
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...
Using the Exchequer Integration
...configured to capture the information required for a sales order. Your Exchequer products are imported into Gold-Vision for selection against your quote. 1. Create your Gold-Vision Quote 2. Add the...
