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Articles tagged "update" returned 87 results.

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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

...could create a unique reference for all leads. Update Import step by step Right click on the original Lead Import and select Update Import Close modal Select the updated file....

Product News

Product Updates Introducing Dashboard Management Gold-Vision’s popular Dashboards feature has recently been updated to introduce new management tools! Read now to find out more… We’ve done it again! Gold-Vision recognised...

Mail Tracking & Calendar Troubleshooting

...updated or changed, the User Mail Tracking Settings need to be updated as well. Tip: Sometimes flipping the “Allow EWS impersonate” setting under Settings > Mail Tracking Settings can resolve this issue....

Service Status

UK & Europe Gold-Vision Hosted Service is up and running Last updated 27/01/2024 08:35 Planned Outage for Essential Maintenance:   All systems will receive automated security patching from midnight to...

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...