Search Results
Articles tagged "import-type" returned 187 results.
Page 9 of 19
Letter Campaigns
Using the Letter Media type for a campaign stage enables you to create and print individual, personalised letters to your contacts. Using Contact template tags, you can automatically add the...
Welcome new customers
...it on Create a new Campaign and create your first Campaign Stage named Welcome Email with the Media type set to Connect Email and add the Source that you have...
Creating A Chart
...from the View menu. Close modal You will then have the following options: Close modal Select create a new widget and select Chart Select the chart type then choose the...
Creating A Gauge Chart
What are Gauge Charts Gauge charts are a special type of Target Chart that measure the performance of Gold-Vision items e.g. Sales against a set goal. These charts are show...
Category Management
...Toggling the Propagate or other options will not affect existing applied Categories. Categories By Item Type Item Type will allow you to view and manage Categories by item. Close modal...
Screen Designer
...Create New Field will create an additional field (with the option of adding multiples of any type). Click Create New Field when all existing fields have been utilised. Tip Tip:...
Outlook Plugin Troubleshooting
...Try re-installing the plugin be first removing it from your system and then installing it again from a fresh download. Close Outlook Click Start Type “Add or Remove Programs” (Sometimes...
Meta Data
Sending a request for a Gold-Vision objects meta data allows you to see the fields available for use as well as the data type for that field. Special fields such...
Using the Microsoft Dynamics NAV Integration
...Sales Quote Sales Order The quotes module in Gold-Vision is configured to capture the type of sales record: Close modal Next you would add your products to the quote, as...
Configuring LiveChat Integration
...“Data types”. Paste the copied value in the “Target URL”. Select “Add a Webhook” button. Close modal Copy the “Chat Ended Webhook” value from Gold-Vision. When a chat ends in...
