Search Results
Search for "rules" returned 33 results.
Page 1 of 4
Enabling Highlight Rules
Use Highlight Rules against any “Date” or “Numeric” fields. Highlight rules can be useful to emphasise records based on a rule – for instance to quickly identify all records where...
How to use follow up rules
Create Follow-up Rules Upon creating a Follow-Up Stage, you can choose to add a Rule. Rules can be used in a number of scenarios, for example, if you want to...
Touch Point Rules
...page, irrelevant of how long they spend on the page. Close modal Tip When setting up your Web Tracking rules we recommend a ‘catch all’ rule – with no URL...
Screen Designer
Configuring Fields Fields can be configured to suit your business requirements. This includes: Selecting mandatory fields Deciding which fields should be used for de-duplicating Setting field visibility rules Determining Sensitive/Personal...
Setup GDPR In Gold Vision
...define the fields such as Lawful Basis, Duration and Removal Date Mode. These should match your agreed internal Privacy Rules. Close modal Configure Privacy Rules Click to create a new...
GDPR Definitions
...lawful basis for processing personal data according to ICO Article 6 https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/ Privacy Rules – Set up automated system rules to apply the purposes you have created. Privacy Log –...
Duplicate Scoring
...Duplicate Score – The maximum score of all the rules which have returned duplicates Duplicate Count – The number of Contact records of which the item is a duplicate. This...
Monitor And Manage Privacy Data
The Privacy Dashboard will help you as an Administrator to manage Privacy Rules and Actions. Close modal Subject Access Requests Individuals have the right to access their personal data and...
