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Articles tagged "accounts" returned 77 results.
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Creating Accounts & Contacts
...the New Item menu: Close modal Tip Tip: New Accounts can also be created from within the Accounts view. Enter Account Details Security Level Can be chosen for the Account...
Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
How to Set up the App Password for Google / Gmail Accounts
Gmail accounts will require 2-Step Verification (2SV) set up and an App Password generated in order for the Mail Tracker to successfully connect with a Gmail mailbox. Google Account Setup...
Configure QuickBooks Online integration
...want to import in Gold-Vision Accounts Run Single Import will automatically import all QuickBooks Online Customers into Gold-Vision Accounts 4. QuickBooks Online Customer -> Gold-Vision Accounts (Updates) Enable this Module...
Import types
...Note summary or ID. Account Importing accounts only Account name, reference (plus postcode if required). Contact Adding contacts to existing accounts, based on a match to account information. Account name...
Using Account records
.... Make an Account Dormant Accounts can be made dormant by clicking the Dormant option in the Action Menu. This action will hide the record from the Accounts list. All...
Power searching
Power searching allows users to filter lists with a range of searches such as: ANDSearch Example: filtering Accounts with Industry set to Manufacturing AND in United Kingdom. Here you could filter using...
Searching and Filtering Lists
...Example ANDSearch Example: filtering Accounts with Industry set to Manufacturing AND in United Kingdom. Here you could filter using two different column headers ORSearch Example: filtering Accounts with Industry set to Manufacturing Or Retail. To achieve this...
Managing Duplicate Data
...tab – set the De-Duping checks on new and/or existing items. Close modal Duplicate Report You can run a Report to identify duplicate Accounts and Contacts. Close modal Merging Accounts...
Touch Point Rules
...we want to create a Lead so this box is ticked. Close modal Linking When a Touch Point is imported Gold-Vision will try to match the data against Contacts, Accounts...
