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Articles tagged "custom" returned 102 results.
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Welcome new customers
...What this means is that once your lead has converted into a customer you can still use automation! One common requirement when onboarding new customers is to run a welcome...
Custom Integrations Overview
...an industry-specific financial system, maintaining the correct data in both systems automatically and in real-time Setting up a Custom Integration If you are interested in setting up a Custom integration...
Custom Date Periods
Custom Date Periods can be set in the Settings area, to match those used by your business, for example: Financial Year or Sales Quarters. Close modal Custom dates will be...
Configuring Custom Integrations
...correct data in both systems automatically and in real-time Setting up a Custom Integration If you are interested in setting up an Custom Integration for your business, please contact our...
Configure QuickBooks Online integration
...modal 1. Gold-Vision Account -> QuickBooks Online Customer Enable this Module so that Gold-Vision Accounts will be sent to QuickBooks online as Customers Edit Mappings choose which Gold-Vision Account fields...
Advise the customer that their subscription is due
For example – automatically send an email when a renewal date is less than one month away. Step 1 Create an email template. Settings > Email template > New Enter...
Xero Integration Overview
...provided with a complete view of your customers from within Gold-Vision. Easy synchronisation Synch Gold-Vison with Xero so you can manage your customers and suppliers from initial inquiry through to...
Microsoft Dynamics NAV Integration Overview
...would typically be used to manage prospect and customer relationships, track sales and run marketing campaigns, whilst an ERP tool would help manage customer orders, billing, shipping, and the storing...
