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Articles tagged "configure" returned 99 results.
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Outlook Plugin
...also select whether you are prompted when an email is successfully linked from Outlook via the Add-In. Once correctly configured, the button on the Add-In in the ribbon will be...
Touch Point Rules
...must be configured Info If you would like to identify your B2B website visitors, Touch Points can be combined with Web Visitor Tracking tools such as Lead Forensics and OnMonitoring....
Automatically creating Project Activities
...Configure and manage data settings Enter a name for the Activity Set an Owner Set a Type To set the start date 2 weeks after the created date, enter the...
Downloading the Data Import Tool
...the new URL which includes ‘legacy’ Configure the Import Tool After downloading and installing the import tool, run it. Enter the URL found on the Lead Management Settings > Data...
GDPR Definitions
...some of it into your CRM.Whilst each Gold-Vision instance is uniquely configured to suit individual processes and business practices, there are central themes that will assist you in recording your...
Gold Vision Import Report
...log file as an attachment which explains which row(s) failed and the reason for the failure. Configuration for receiving a Gold-Vision Import Report Email The SMTP Settings must be configured...
Sales Automation
...Opportunity is created Action – create an Activity. Close modal Configure the relevant fields Close modal In this example, when the Opportunity is created 2 Activities are automatically created: We...
Mail Tracking & Calendar Troubleshooting
...the record Ensure the Disable Mail Scan box is unchecked Ensure the Scan Emails box is checked Save Check User Scan Folders Setting Check each user has been correctly configured...
Report Settings
...and Shared Connection need to be configured for Gold-Vision’s use under the SQL Server Report Manager. The Shared Connection field must start with a forward slash (/). Close modal Custom...
Using your Sage 200 integration
Send a Gold-Vision account to SAGE You can configure the alert conditions that trigger when an account is pushed into SAGE. In the example below, there is an alert that...
