Search Results
Articles tagged "data" returned 184 results.
Page 7 of 19
Report, Calendar, Map and Flows view
Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required. Close modal List...
Pin to Home Page & Menu
...to Home Page Gold-Vision Data can be displayed in different Tabs along the top of your Home Page You can create New Tabs from the Home Page header by click...
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...
Using The Flows View
The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Cards can be dragged and dropped in to different lanes. Create...
Overview (web, email, social)
...depending on your needs. There are 4 different types of touch points: Web, Email, Social, and Manual. Web Touch Points Web touch points will show you data captured through B2B...
Connect reporting
The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...
How to send an email with Connect
...data in Gold-Vision against the Campaign Stage, such as open rates and click-through rates. You can find out more about these areas and how to use the data here. ...
Gold Vision Import Report
A data import may fail due to incorrect mappings or invalid data. If an import fails, a Gold-Vision Import Report can be emailed to the user. The report contains a...
Configure Xero integration
...schedule how often data is imported/exported to and from Xero within the chosen module: Close modal Edit Retrieval Period – how far back you would like data to be imported...
Configuring Custom Integrations
...different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built integrations that facilitate: Automatic text-message sending...
