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Articles tagged "link" returned 101 results.
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Linking Purchased Time
...Quote Using the Link Time Button Click on the Link Time Button Close modal From the Actions Menu Click on Actions then select Link Time Close modal From here you...
Linking Purchased Units
...Link Units From the Quote Using the Link Unit Button Click on the Link Unit Button Close modal From the Actions Menu Click on Actions then select Link Time Close...
Linking Items
...another or One Account in Gold-Vision might be a Head office and other Accounts might be Regional Offices. Links can be created from all Gold-Vision records using the Link Icon...
Viewing & Reporting-Time / Units
...logged time Allocated – represents the Time logged that has been linked to a Time Product Sale Unallocated – represents the Time logged by the user that hasn’t been linked...
Using SharePoint Online Integration
...Sub-folder Users can create sub-folders under any linked Sharepoint Online folder as below. Open a Gold-Vision item (eg an Account) Locate the Documents section Click on one of the linked...
Editing Tasks
...Due Date, Status, Owner and Item (Link). Close modal Click the Tick to Save or the Cross to exit without saving. Link Edit Link or Link – allows you to...
Using Account records
...Links to an Account Setting links and relationships between Account records and other Gold-Vision items can be done by clicking the links icon on the Account menu. Select the item...
Configuring LiveChat Integration
...in the database. Gold-Link credentials – enter your URL, address, username and password for Gold-Link. LiveChat credentials – find these in your LiveChat Agent Profile > Edit > For Developers....
Managing your Sage 50 integration
...links Integration links define the relationship between the account in Gold-Vision and the Customer in Sage. When accounts are pushed from Gold-Vision into Sage, an integration link is generated for...
Using Contact records
...links and relationships between Contact records and other Gold-Vision items can be done by clicking the links icon. Select the item type that you would like to link to the...
