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Search for "Data Management" returned 259 results.
Page 9 of 26
How we keep Gold-Vision secure – insights from our Infrastructure Team
Security and reliability are at the core of Gold-Vision CRM. But how do we ensure your data stays protected, your system remains resilient, and your business can operate with confidence?...
Logs & Log Settings
...to users. DataTransferService_yyyy_mm_dd.txt – Log for the Gold-Vision Data Service, which synchronises data to and from Gold-Vision Connect, including mailshots and delivery, click-thru and bounce back data. ThirdPartyData_yyyy_mm_dd.txt – Log...
Using Secure Notes
...database with encryption so that the data cannot be read if unauthorised database access were to take place. Additional visibility can be configured so that the note can only be...
Touch Points introduction
...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...
Introduction to Projects
Gold-Vision fully integrated Project Management module offers a central platform where users can manage the complexities of a project combined with Account, Contact and Sales information that already exists in...
Adobe Sign Integration Overview
...work securely with signed papers. Adobe Sign Integration for Gold-Vision CRM You’ve already made a great first impression – why stop there? Streamline your sales and project management processes with...
DocuSign Integration Overview
...eSignature handles the most demanding customer requirements, helping you to streamline your sales and project management efforts with a simple sign-off process and delivering an experience simple enough for anyone...
Creating Home Page Dashboards
An Introduction to Dashboard Management Dashboard Management enables users to edit, duplicate and share dashboards with teams / users. The Manage Dashboards option also allows you to… Specify which teams...
Workspace Settings
...allow you to make amendments to your settings as follows: General User Management Team Management Workspace Information Credit History Gravatars for Profile Icons To configure a profile icon for...
Linking Purchased Time
...Simple Time Management page for more details. Viewing Time logged linked to Time Product Sales Go to the Time Section on the Gold-Vision record and view: Summary breakdown Close modal...