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Articles tagged "touch-point-alert" returned 111 results.
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Data Bridge
...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...
Data bridge import
...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...
Critical Fields
...critical fields differ from mandatory fields? Critical fields must be on screen and are usually (but not always) mandatory, mandatory fields must be populated. Will alerts associated with critical fields...
Logs & Log Settings
...show any issues with mailbox connections to Exchange/Gmail. GoldScheduleLog_yyyy_mm_dd.txt – Log for the Gold-Schedule service, which controls automated processes such as mail tracking, reminder alert checking and firing of alerts...
Gmail Integration Overview
...information discussed. Calendar syncing – Syncing your Gmail Calendar with your Gold-Vision instance allows you to view and manage appointments with contacts from within your CRM. Action centre alerting –...
Getting Started
...done. There is also an option to broadcast notes via emails or Gold-Vision alert to your team members. Close modal Add new items You can add new items to a...
Enable Portal Access
...you could set up an email alert to send the ULR to the contact (See more about creating alerts) Close modal Logging on When a user clicks on the URL...
The Basics Part Two
Who is it aimed at? All Gold-Vision users. What does it cover? This webinar is the second Gold-Vision Basics webinar where we explain how to use Activities to manage your...
Introduction to Sales
Who is it aimed at? All Gold-Vision users. What does it cover? This webinar is the second Gold-Vision Basics webinar where we explain how to use Activities to manage your...
Design your screens & lists
Who is it aimed at? All Gold-Vision users. What does it cover? This webinar is the second Gold-Vision Basics webinar where we explain how to use Activities to manage your...
