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Articles tagged "details" returned 88 results.
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Preparing your Lead Data
...and email address, or alternatively you may have full Company and Contact details. Check your Data Firstly, decide which fields in the imported list will subsequently be linked to fields...
Using Privacy Actions in Gold Vision GDPR
...Data Administrator via the Privacy Dashboard. Personal details contained in data sources will also be removed and will also be deleted from any Data Sources into which the contact has...
Mail Tracking & Calendar Troubleshooting
...– Mail tracking has not been set up OK – Mailbox connection was successful Error – Mailbox connection failed, click ( i ) for details Adjustments may need to be...
Products
Products can be created in Gold-Vision either by importing your product details or creating them manually in the Settings area under Products. Info You will need to have created your...
Configuring the Eventbrite Integration
...to collect details from all Attendees in the Eventbrite Order Form, there are two ways you can display the Anonymous Attendees in Gold-Vision: Anonymous Attendee – a standard Gold-Vision Anonymous...
Configuring Loqate Address Lookup
...Edit Mode by clicking the pencil icon Paste or type the following into key into the Address Lookup Details field… ACCOUNT=(account number),LICENCE=(licence key) For example: ACCOUNT=TESTA11111,LICENCE=AA11-BB22-CC33-DD44 Click Save Close modal...
Configure QuickBooks Online integration
...in Gold-Vision before the integration sends the Account details to QuickBooks online Add Account Currency fields on the Screen Design Go to Account Screen Design and click Add Field Close...
Managing your Sage 50 integration
...Settings select Integration jobs then you will be presented with the list of integration jobs: Close modal The integration jobs list details all of the items that have been pushed...
LiveChat Integration Overview
...information, such as their job title and company details. If you have a visitor that is not currently listed as an account on contact within your Gold-Vision instance, you will...
Gold-Vision 8 Upgrade Planning
Upgrade Planning What will Gold-Vision look like when it has been migrated from 7 to 8? All labels and object names will remain configured. The header and details page will...
