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Articles tagged "management" returned 108 results.
Page 7 of 11
Configuring LiveChat Integration
...Close modal Additional fields can be added and the order can be amended by dragging and dropping the field Lead Management Close modal Enable User Access To enable a user...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...two-way link between Gold-Vision and Gmail Appointment creation and management. Configuring your Gmail Integration There are 2 options available when setting up your Gmail integration with Gold-Vision: (Option 1) Create...
Managing your Sage 50 integration
...Note Please note that the management of credit notes (plus associated potential stock returns etc.) are beyond the scope of the Gold-Vision integration. The adjustments would therefore be made in...
Eventbrite Integration Overview
...works within Gold-Vision to aid the management of events, keep track of numbers and bookings, and revenue. Eventbrite Integration for Gold-Vision CRM Say goodbye to mundane event administration when...
Microsoft Outlook Integration Overview
...Outlook Integration Calendar synchronisation – when enabled, Calendar Synchronisation forms a two-way link between Gold-Vision and Outlook Appointment creation and management, so you can see and edit your calendar across...
Create An Event
...need to be saved in a central location you can use the Documents section to upload these to the event. To find out more about Document management visit Viewing and...
Manage Event Bookings
...Lead Management, unless you have selected to Add a Lead List in your Event Setup. Anonymous – You can add anonymous attendees by entering the number of attendees you need...
Getting Started
...a menu for account management. When you select an item from the view menu you will be presented with a list that can then be filtered based on your needs....
Updates
...Notes list. Bulk Select option removed from Notes list. Spaces now possible in Category names in Category Management. Changes to existing categories are saved when adding new categories or deleting...
Configure Activity Page
...button and Save. Tip To find out more about how to setup roles for access edit and create please visit Role Management page. Page Settings You can amend your Page...
