Search Results
Articles tagged "update" returned 95 results.
Page 1 of 10
Updates
Back to Release Notes – September 2021 Updates Lists / Menu The Account field called External ID can be added to the Product Sales list You can now create Quick...
Configure QuickBooks Online integration
...so that any new Customer updates made in QuickBooks Online will be pushed to Gold-Vision Accounts Edit Mappings lets you choose which QuickBooks Online Customer fields data that is updated...
Updating an Import
There might be occasions when you need to update your Lead import. For example the data might have been cleansed/updated or you have some additional Leads from the same source....
Product News
...updates to Lists, Quotes, Dashboards, and improvements to Adobe eSign integration. September 2024 Click to view our Marketing release which includes updates to image display, follow-up emails & email automation....
Service Status
UK & Europe Gold-Vision Hosted Service is up and running Last updated 27/03/2024 11:56 Planned Outages for Essential Maintenance: Our systems will be unavailable due to patching during the...
Import Contacts from Office 365 into Gold-Vision
...the options in the list to update the Contact. Close modal Alternatively, select multiple contacts to update and then click to import all either as Accounts or Leads into a...
Data Import Tips
...the column no matter what. o IfSourceNotBlank – updates only if the file field contains data. o IfTargetBlank – updates only if the Gold-Vision field doesn’t contain data. o Never...
Note Alerts
...to the open tickets (activities) they have through note alerting. One agent may add finding/updates to an open ticket (activities) and note alerting can notify the owner of these updates...
Data Bridge
Data Bridge for Gold-Vision CRM Enable automated importing of sets of data into Gold-Vision, to create and/or update records. The Data Bridge allows imports of multiple data sets from different...
Data bridge import
Data Bridge for Gold-Vision CRM Enable automated importing of sets of data into Gold-Vision, to create and/or update records. The Data Bridge allows imports of multiple data sets from different...
