Search Results
Search for "Data Management" returned 259 results.
Page 19 of 26
Sales and Forecast Lists
...data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings. Close modal Sales Lists Shows a...
Address Lookup
What is Address Lookup Address verification from Loqate is the most reliable way to capture accurate address data and ensure data quality in your systems. Increase business efficiency, reduce the...
Using Account records
...managed in the Administration Console to ensure that the data is consistent, although they can also synchronise with Outlook items as well if the same terminology is used. Typical applications...
Using Touch Points
Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...
How Can I Use Profiles?
Profiles are records which can be used for multiple purposes. Common uses include contractual data, product specifications, membership and warranty details. Note Profiles are fully configurable and can be renamed...
Automatically creating Project Activities
...Configure and manage data settings Enter a name for the Activity Set an Owner Set a Type To set the start date 2 weeks after the created date, enter the...
Office 365 Contact Synchronisation with Gold Vision
...once you have selected contacts use the “Sync With O365” button to synchronise. Close modal Close modal Data that can by synced from Office 365 The following data that is...
Creating the client using IdentityModel
...only need to know the base-address of the server – the actual endpoint addresses can be read from the metadata: // discover endpoints from metadata var client = new HttpClient();...
Using the Exchequer Integration
...a change to a status as shown below. Close modal Once the change is saved, the integration will push the account into Exchequer. The data you have specified in your...