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Articles tagged "item" returned 132 results.
Page 7 of 14
Introduction to Sites
Close modal What are Sites? Sites have been introduced as standard functionality in Gold-Vision to offer the ability to use and assign multiple addresses to different Gold-Vision items like: Account...
Viewing & Reporting-Time / Units
.../ Unit Entries on the Gold-Vision Parent item If the Time/ Unit Entries List has been screen designed on the Gold-Vision record, users can see in list view all the...
Automatic Email to confirm a call has been logged
...Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down. Close...
Email Templates For Alerting
...modal Tip Tip: You can add fields from the relevant Gold-Vision item. You can also add a direct link to the Gold-Vision item (this is only accessible by Gold-Vision users)....
Monitor And Manage Privacy Data
...marked as Personal or Sensitive are the fields which are erased. If there are personal or sensitive fields stored in other Gold-Vision items, such as profiles or opportunities, they will...
Mail Tracking & Calendar Troubleshooting
...track against Gold-Vision items when using reference numbers in the email subject Check if the email subject has the correct reference that matches exactly Check if the Reference Number Alert...
Product Settings
...Appendix B for a list of ISO Codes. Line Item Precision Round By Unit – discount is applied before quaintly multiplication (default mode) Round By Line – discount is applied by line...
Using Google Mapping
...all major lists to allow any geocoded items to be displayed on a map. In order for the map view to be displayed, one geocoded field must be selected to...
Configuring LiveChat Integration
...“Target URL”. Select “Add a Webhook” button. Close modal Setting Group Defaults When a LiveChat is initiated users will have the option to create new items in Gold-Vision. This is...
LiveChat Integration Overview
...a customer or a new contact person. Create new items from chats Turn your chats into new leads or contacts and grow your database. Support agents can create a new...
