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Articles tagged "alerts" returned 42 results.
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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...
Automate the sales process
...a demo within 7 days is automatically created: Close modal Create Reminder Alerts Use alerts to remind the sales team to follow up an Opportunity In this example when the...
Configure Dynamics NAV Integration
...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 can...
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...
Action Centre
...complete them or 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...
