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Articles tagged "users" returned 177 results.
Page 9 of 18
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...
Import TPS (Telephone Preference Service ) Data
In Gold-Vision Administrator users can import a of phone numbers that are included on the Telephone Preference Service. This will will prevent users to make phone contact and also to...
Setting up a service account for Office 365 & Exchange
...on the local server to login to users’ mailboxes and record messages into the CRM system. The settings for privacy and exclusions outside of this rule can be configured separately:...
Marketing Settings
Marketing Settings can be accessed in the Settings area. Close modal Sync Connect Users option will sync all Gold-Vision users to Gold-Vision Connect. The Sync Connect Campaign Types can be...
Using Privacy Actions in Gold Vision GDPR
...in the individual’s Privacy Log and can be erased by the Data Administrator via the Privacy Dashboard. Info Under Article 12 of The General Data Protection Regulation 2016/67 users should...
Using the Generic Phone Integration
Introduction The Generic Phone integration allows users to dial numbers from directly within Gold-Vision by simply clicking on them. The Generic Phone integration is intended to be used with HTTP-based...
Using your Sage 200 integration
...is a standard solution we can enable for integrations if required. Transaction history is imported to purposed built extension tables within Gold-Vision. Importing transaction history into Gold-Vision allows users to:...
Configuring DocuSign Integration
...users need to add the eSign section to the Gold-Vision items screens where documents are required to be sent from. Usually the item will be the same as the item...
Using DocuSign Integration
Generating and Sending eSign Documents There are three methods users can use to generate and send eSign Documents. Use method 1 if you don’t need to edit the document before...
Using Google Mapping
Introduction Gold-Vision’s Google Maps integration allows users to visualise their CRM data in an entirely new way. Customer, supplier and prospect records can now be displayed through an interactive map...
