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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...
Configuring Time
...tick Time Setting options to display Time and/ or Units Data. The Visibility allows you to select who can view this section. Close modal Once the Section has been added...
Web Form Integration Overview
...data. You can use the web form integration to capture this data automatically into Gold-Vision. Lead Management is the best method to capture these leads as typically this information is...
Configure your Lead Screens
...data from that list is actioned. Lead Screen Design It is then possible to use the Screen Design facility to customise the layout of the Lead screen. In the Settings...
User Configuration
...see section below. Configuration Manager – This provides access to the configuration options in the Admin Console, but still limits your view of data to your own team access rights....
Downloading the Import Tool
Importing Leads uses the same import tool as importing data in to Gold-Vision. See Downloading the Data Import Tool for more information. Info You will need to be a Gold-Vision...
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();...
