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Articles tagged "configuration" returned 31 results.

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User Configuration

...see section below. Configuration Manager – This provides access to the configuration options in the Admin Console, but still limits your view of data to your own team access rights....

Team Management

...for the user please visit User Configuration page. Team Options Click on the team name to open the team, you will then be able to see: Users within the team...

Configuring Sites

...can customise this by adding additional fields, sections and pages. Note Only Administrators and Configuration Managers can screen design or list design this, in the Settings area. Close modal Tip...

Managing your Sage 50 integration

...modal Third-party fields are SAGE fields to be mapped into Gold-Vision fields Trigger Status Close modal A configuration trigger has been activated. This will be based off the alerting criteria...

Configuring DocuSign Integration

...modal From the integrations list select DocuSign then click Install button on the far right of the screen. Once you’ve clicked install, you will be brought to the DocuSign configuration...

Using the QuickBooks Online integration

...Quote to QuickBooks Online as an Invoice Based on the configuration alerts setup for your Gold-Vision system, Quotes will be pushed to QuickBooks Online Invoices In the example below the...

Mail Tracking & Calendar Troubleshooting

...(401) Unauthorized Login Failed Typically this message indicates that a username or password is incorrect within the mail tracking setup. Most mail tracking configurations require a username and password of...

Mail Tracking Settings for Gmail

Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Type IMAP Set the ‘Type’ to IMAP v2....

Calendar Settings for Gmail

Navigate to Settings→ Users→ Select a User from the list. Close modal 2. Select Actions→ Mail Tracking Settings. Close modal 3. Select Google as the type. 4. Input the google...

Data Bridge

...maintenance.   Close modal Scope One-to-one exploration review with one of our Data Bridge experts, to ensure the Configuration matches your requirements. Our Consultants will ensure the integrity of your...