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Articles tagged "update" returned 93 results.
Page 7 of 10
Outlook Plugin
...have changed the Global Names of objects on your system, you can use the Update Labels from Gold-Vision button to bring these details back through to the Add-In. You can...
Single Sign On
...we can activate this for your instance of Gold-Vision. Note Gold-Vision will be unavailable for around 15-30 minutes while we enable SSO. Managing your Account Profile – update your email/phone...
User Mail Tracking Setup with Basic Authentication
...mail tracking settings records will have to be updated accordingly to ensure mail tracking is working as expected. Testing the Connection to the Mailbox To confirm the details are correct...
What Is GDPR? Including Best Practice
...privacy notices with plenty of time to update them before the May 2018 deadline. There is a need for privacy policies to contain additional information, but also for this information...
Gold Vision Import Report
...of the user’s inbox. Contents of the email will show the number of rows processed, added, updated and failed. A log file in CSV format will be attached to the...
Reminder Alert
Reminder alerts can be set up to show a renewal date is imminent. Example: If an Opportunity has not been updated for specified amount of time, or a renewal date...
Setup GDPR In Gold Vision
...via a web form notification. Once the Privacy rules have been setup, click the Bulk Run Privacy Rules option. This will update all existing records in Gold-Vision with the relevant...
Configure Xero integration
Administrators can update the integration module, edit the field mappings and trigger alerts, also set up the batched modules: Real-time Modules Close modal Edit Mappings Click Edit Mappings then choose...
Using the Eventbrite Integration
...Note As from now, this Event will update automatically and continuously from Eventbrite until the Event is complete. Any new Bookings will automatically be imported in Gold-Vision. No further action...
Using Loqate Address Lookup
Postcode Lookup Postcode look-ups can be set-up as an automated link from your Gold-Vision which is updated every day from Royal Mail’s Postcode Address File (PAF®). Click here to sign...
