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Articles tagged "alerts" returned 41 results.
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Configure Alerts Introduction
...site explains the key areas of setting up and managing alerts. Configure Alerts Choose the Alert Type On Save Alert – When a Gold-Vision item is saved, if specified criteria...
Your To Do & Alerts List
...view all activities from the Action Centre. Close modal Alerts Alerts are the due reminders for the Activity’s Owner and they are based on the Activity Due Date/Time. If the...
Note Alerts
...management processes. Close modal When a note is added to the Account, the Last Note Date field is updated Close modal Example 1 An example as to when note alerts...
Viewing and Editing Alerts
Alerts can be grouped by type. Click to Edit or Delete Close modal Tip Tip: If the alert is not firing check to make sure it is has been activated....
Configure QuickBooks Online integration
...of fields and will rarely be used. Edit Alerts Alerts are created so you can define the action by which a Gold-Vision Account is sent to QuickBooks Online. Click Edit...
Configure Xero integration
...the underlying references of fields and will rarely be used. Select from the Gold-Vision field you want to push the data from: Close modal Configure Alerts Alerts are created so...
Alert Trace
The Alert Trace is designed to assist you in diagnosing why certain alerts are not firing as expected. Alert Trace is available in the Settings area. Close modal By selecting...
Using the QuickBooks Online integration
1. Gold-Vision Account to Quickbooks Online Customer Based on the specific Alerts pre-configured, Gold-Vision Accounts can be pushed to QuickBooks Online Customers using different methods: In the example below the...
Configure Dynamics NAV Integration
...actions in Gold-Vision. Close modal Edit Mappings In order to sync field data between Gold-Vision and Dynamics NAV select edit mappings Close modal Edit Alerts Alerts are created so you...
Reminder Alert
Reminder alerts can be set up to show a renewal date is imminent. Example: If an Opportunity has not been updated for specified amount of time, or a renewal date...
