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Administration
Alerting & Workflow
- Viewing and Editing Alerts
- Touch Point Alert
- Sales Automation
- Reminder Alert
- On Save Alert
- Note Alerts
- Email receipt Alert
- Email Templates For Alerting
- Custom Item Alert
- Document alerting
- Configure Alerts Introduction
- Automatically creating Project Activities
- Alert Trace
- Automatic Email to confirm a call has been logged
- Advise the customer that their subscription is due
Book a Webinar
Contact Support
Dashboards & Reports
- Add Widgets to a Home Page Dashboard
- Dashboard Team & User Access
- Manage Dashboards
- Creating Home Page Dashboards
- Managing Home Page Dashboards NEW DRAFT
- Managing Home Page Dashboards – V2
- Add Web External Items to Dashboards
- User Defined Reporting
- Standard Reporting
- Power searching
- Managing Home Page Dashboards
- How to create a Home Page Dashboard
- Item Reports
- Creating A Target Chart
- Creating A Table
- Creating A Gauge Chart
- Creating A Count
- Creating A Chart
Data
- Data bridge import
- Using Privacy Actions in Gold Vision GDPR
- Updating an Import
- Setup GDPR In Gold Vision
- Preparing your data
- Preparing your Lead Data
- Office 365 Contact Synchronisation with Gold Vision
- Monitor And Manage Privacy Data
- Introduction to Importing Leads
- Importing your data
- Importing your Leads
- Gold Vision Import Report
- Import types
- GDPR Definitions
- Downloading the Data Import Tool
- Downloading the Import Tool
- Data Import Tips
- Import TPS (Telephone Preference Service ) Data
- How Do I Export Data?
- How Can I Restrict Access?
- What Is GDPR? Including Best Practice
Design
- Screen Designer – Copy
- Configure Secure Fields
- Using Standard Paragraphs in Advanced Mode
- Updating The List Design
- Touch Point Rules
- Standard Templates
- Short Codes
- Lead Management Settings
- Lead Scoring
- How To Use Reference Numbering
- Filtering Sublists
- Document Storage
- Enabling Highlight Rules
- Custom Date Periods
- Critical Fields
- Screen Designer
- Configure your Lead Screens
- Changing The Name Of An Item
- Category Management
- Amending Drop Options
- Advanced Templates
- Touch Point Settings & Categories
- Creating Templates & Template Tags
- User Interface Settings (Notes & What’s Next)
Diagnostics & Troubleshooting
- Report Settings
- Outlook Plugin Troubleshooting
- Licence Settings
- Mail Tracking & Calendar Troubleshooting
- Logs & Log Settings
Events
- Create Event Sessions
- Manage Event Bookings
- Event Overview
- Create An Event
- Create a Delegate List
- Event Marketing
- Add Products To An Event, Session Or Booking
- Event Reporting
General Settings
- Configuring Modern Authentication for Gmail
- Mail Tracking Settings for Gmail
- Mail Tracking Settings for Office 365
- Calendar Settings for Office 365
- Z Configuring Mail Tracking with Modern Authentication Gmail
- Z Configuring Mail Tracking with Modern Authentication for Office 365
- Configuring Modern Authentication for Office 365
- Calendar Settings for Gmail
- Modern Authentication Overview
- Time Settings
- SMTP Settings
- Proxy Settings
- Recent Event Settings
- Mail Tracking Settings
- Marketing Settings
- Geo Settings
- Setting up a service account for Office 365 & Exchange
Getting Started
Gold-Vision API
- Generating a Token with Postman
- Additional Fields
- Calling the API with IdentityModel
- Creating the client using IdentityModel
- Filtering
- Meta Data
- Requesting Access
- Importing a Collection
- Token Management
- Using a Postman Collection
- Your Gold-Vision API
- Requesting an access token
- Support and assistance
Gold-Vision On-Premise Technical Requirements
Homepage
Protected: ID TEST – Column Block with content template
Protected: ID TEST – Column Block with default
Integrations
Manage Your Day
Marketing
- How to create a drag & drop template
- Connect Email Design Tool Changes 2023
- Welcome new customers
- Using Touch Points
- Using Word Mail Merge
- Touch Points introduction
- Run and re run a stage
- Touch point automation
- Review invalid recipients
- Preference centre
- Personalise emails with data tags
- Marketing automation introduction
- Managing unsubscribes
- Managing data privacy
- Letter Campaigns
- Lead nurture
- Lead capture
- How to use follow up rules
- How to send an email with Connect
- HTML templates
- Google Analytics
- Delay sending follow up
- Email marketing introduction
- Data privacy opt in
- Create a quick campaign
- Create a new campaign
- Create a follow up stage
- Create a campaign stage
- Create a campaign source
- Connect reporting
- Using stock templates in Connect
- Campaign stage types
- Campaign overview
- Campaign Introduction
- Campaign activities
- Automated Connect campaign
- Add to an existing source
- Overview (web, email, social)
- How to use the legacy drag & drop design tool
- Copy/delete a campaign stage
- Add/exclude recipients to a stage
- Create a ‘Cherry Picked’ source
On Demand Webinars
Portal
- Web Form Integration Overview 2
- Portal Overview – zoe test carousel
- Portal Overview – QA test carousel 2
- Portal Overview – QA test carousel
- Styling
- Role Management
- Configure Account Page
- Configure Activity Page
- Install the Portal
- Settings, View & Publish
- Enable Portal Access
- Portal Management
- Portal View – Examples
- Portal Overview
- Account Portal Management
- Account Portal Management
- Web Form Integration
- Web Form Integration Overview
Product News
- Retired Versions
- Apache Log4j
- Gold-Vision Connect Whitelisting
- Gold-Vision Connect Whitelisting
- Gold-Vision 8 Upgrade Planning
- What’s New in Gold-Vision 8
- Gold-Vision Technical Requirements
Products, Tax, Currencies
- Currencies
- Currencies_Draft
- Tax Codes
- Product Settings
- Products
- Product Groups
- Price Lists
- Financial Entities
- Currencies
Profiles
- How Can I Use Profiles?
Projects & Time
- Simple Time Management
- Managing Projects
- Linking Purchased Units
- Linking Purchased Time
- Introduction to Projects
- Introduction to Time
- Creating a Project
- Configuring Time
- Viewing & Reporting-Time / Units
- Setting up Products with Time/Unit
Raise a ticket
Release Notes
Resources
Sales
- Sales Reports
- X and Y axis in charts
- Using Appointments to manage diaries
- Use Google to Map your Sales
- Standardise documentation
- Setting up Sales Charts
- Set targets
- Sales Reports
- Sales and Forecast Lists
- Re Assign An Opportunity To Another Account
- Monitor activity
- Managing your Leads
- Managing Quotes
- Managing Quote Products
- Managing Opportunities
- Manage your monthly sales meetings
- Manage your Sales Team Introduction
- Intro to Lead Management
- Creating Sales Target Charts
- Creating a Quick Quote
- Duplicate Scoring
- Creating a Quote
- Creating A Lead
- Create a Lead List
- Create Dashboards or Menus for your team
- Automate the sales process
- Assigning Leads
- Creating An Opportunity
- Capture, Manage & Nurture Exhibition Leads
- Teams & security for Sales
- Discounts, Price Lists, Financial Entities
- Set up your annual reporting
Service Status
Sitemap
The Basics
- Using Secure Notes
- The Home Page
- The New Gold-Vision Home Page
- Using Secure Fields
- Viewing and Uploading Documents
- Using The Flows View
- Using Sites
- Using Contact records
- Using Bulk Replace
- Using Account records
- Undelete Records
- Searching and Filtering Lists
- Mobile Device Access
- Search Everything
- Merging Accounts Or Contacts
- Managing Duplicate Data
- Managing Appointments
- Managing Activities
- Mail Tracking
- List Stats
- Linking Items
- Introduction to Sites
- Gallery
- Edit Account and Contact Addresses
- Easy Navigation Tips
- Creating Appointments
- Creating A Document
- Correspondence
- Configuring Sites
- Bulk Document Production
- Categorise Your Data
- Address Lookup
- Action Centre
- Your To Do & Alerts List
- Creating & Editing Sites
- Creating & Using Notes
- Creating Activities & Reminders
- Pin to Home Page & Menu
- Report, Calendar, Map and Flows view
- Viewing & Editing Lists
- Creating Accounts & Contacts
Tips, Web Clips & More
Updates
User Settings
- Team Management
- User Roles
- User Mail Tracking Setup with Basic Authentication
- User Language Labels
- User Configuration
- User Access Options
- Single Sign On
- Outlook Plugin
- How To Setup Product Group Targets
- How To Setup Sales Target
- Default Language
- Calendar Synchronisation
- How to Set up the App Password for Google / Gmail Accounts
Using Gold-Vision
Using Goldvision
Web Clips
Webinars

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