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Articles tagged "custom" returned 102 results.
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How Can I Restrict Access?
There maybe areas of Gold-Vision which don’t need to be viewed by all Gold-Vision users. Screens can be customised per team or based on the item type or status, for...
Monitor And Manage Privacy Data
...indeed, still an active customer. Ideally, users would review the data before the removal date was reached so that the Privacy Administrator can keep the data no longer than is...
Mail Tracking & Calendar Troubleshooting
...Emails will automatically track against an Account or Contact record if: The email domain field against the account has the relevant customer email domain. – Go to the specific account...
Configuring LiveChat Integration
Close modal Use this link to sign up for LiveChat and get $10.00 off from your first payment. How it works Display Gold-Vision information about your customers/ prospects straight in...
Using LiveChat Integration
...example a new Opportunity or a new Activity. If you use Gold-Vision for Customer Support Teams, your Contact Activities are likely set up as Support Tickets. The Contact Activity can...
Gmail Integration Overview
...Gold-Vision allows you to track email conversations under accounts and contacts. This makes it easier for multiple team members working with the same lead or customer to keep up-to-date with...
Microsoft Outlook Integration Overview
...is a great tool to use if you have multiple team members working with the same customer. Automatic contact imports – Gold-Vision automatically imports or exports contacts and matches them...
Microsoft SharePoint Online Integration Overview
...go like field salespeople. With this integration, they can access, download and upload documents wherever they are and on any device. Making customer visits and external meetings a breeze. 3...
Gold-Vision 8 Upgrade Planning
...own page an configure and customise by adding sections. Close modal Overview section – add and configure charts and counts. Field section – add and configure fields. Edit Sections Configure,...
Manage Event Bookings
...defaulted to Contacts from the Customer Account Selected. You can remove the filter to select from All Contacts in Gold-Vision Leads – You can select from all Leads created in...
