Search Results
Search for "Data Management" returned 259 results.
Page 22 of 26
Searching and Filtering Lists
...and also excluding (&&!) Birmingham. COMPLEX SEARCHES Example: s[ht] – returns any results where the data in the column begins ‘sh’ or ‘st’ NUMERIC SEARCHES > greater than >= greater than or equal to...
Welcome new customers
...Marketing Automation solutions position themselves as a ‘lead only’ tool. The main reason for this is they run inside their own product database, separate to CRM. Once a lead has...
Power searching
...SEARCHES Example: s[ht] – returns any results where the data in the column begins ‘sh’ or ‘st’ or if you are searching for post code BB1 but don’t want BB10...
Standard Reporting
Reporting Gold-Vision harnesses the power or the Microsoft SQL Server® database by integrating the free SQL Reporting Services solution. Either choose from the wealth of pre-installed reports, or generate your...
Screen Designer
...The Screen Designer is drag and drop, all fields and sections can be easily moved to different places. Adding Field Groups Field groups can be used to segment data on...
Filtering Sublists
...and can be a helpful representation of Data. Close modal Close modal The above image shows the efficiency of using sublists to assist navigating around Gold-Vision using the Opportunity as...
Advise the customer that their subscription is due
...eg the renewal date by adding the item data field from the drop down. Close modal Step 2 Create a Reminder Alert Conditions – eg: when the Renewal...
Automatic Email to confirm a call has been logged
...Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down. Close...
Financial Entities
Financial Entities are a solution that enable Gold-Vision to process data sets relating to multiple financial packages, i.e. Sage and Exchequer. Financial Entities can be accessed in the Settings area....
Requesting Access
The Gold-Vision API provides a full restful interface by which data integration to Gold-Vision CRM can be achieved. Access to use of the API is subject to a successful application...