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Articles tagged "data_privacy" returned 187 results.
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Configuring LiveChat Integration
...in the database. Gold-Link credentials – enter your URL, address, username and password for Gold-Link. LiveChat credentials – find these in your LiveChat Agent Profile > Edit > For Developers....
Sage 200 Integration Overview
Close modal Gold-Vision’s integration with Sage 200 allows you to connect your business processes and synchronise your accounting data. This integration saves you time by eliminating the need to...
Configure Secure Fields
...stored in the database with encryption so that the data cannot be viewed if inappropriate database access were to occur. Add a Secure Field To add a new Secure Field,...
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...
Manage your Sales Team Introduction
...Team & data security management Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM Remove/hide all references to unavailable/confidential data or...
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...
