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Articles tagged "pre-defined" returned 171 results.
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Short Codes
...based on the Gold-Vision object. The code will take the first 3 letters of the Gold-Vision object within the prefix. For example account ACC- 3280 contacts CON-187 opportunities OPP-2202. For...
Configuring DocuSign Integration
...to enable this contact DocuSign Support here. Required prerequisites for two-factor authentication: Contact/User valid email address Contact/User valid mobile phone number Please Note: Gold-Vision integration with DocuSign will use the...
Using DocuSign Integration
...two-factor authentication via SMS and Phone Call. This functionality needs to be enabled on your DocuSign subscription. If you would like to enable this contact DocuSign Support here. Required prerequisites...
Microsoft Outlook Integration Overview
...and calendar synchronisation from any device. It’s likely your sales teams already have Outlook open most of the time – and that they’re pretty happy with using it. Gold-Vision’s integration...
What’s New in Gold-Vision 8
...Multi-Language and Multi-Culture settings. The power is in their hands to choose the language, currency and date format settings that best suit their local or individual preferences. Additional languages can...
Portal Overview
...delivery. Prerequisites Gold-Vision Version 2021.05.1348 Install & Configuration needs to be completed by an Administrator User Valid license key and Portal subscription For On-Premise Gold-Vision installations, configure the API File...
Configuring Modern Authentication for Office 365
How to set up Modern Authentication for Office 365 Pre-Requisites User must have access to Azure Active Directory with Admin permissions. Under Enterprise Applications in Azure AD, Office 365 Exchange...
Configuring Modern Authentication for Gmail
Pre-Requisites User must have access to Azure Active Directory with Admin permissions. Under Enterprise Applications in Azure AD, Office 365 Exchange online must be present as an Enterprise Application. User...
Email Automation
...kinds of Actions, Email actions or Link actions. To use Email actions, click on + Add action against your preferred option (such as when the recipient opens the email) to...
Microsoft SharePoint
...tempus iaculis. Proin massa risus, pretium ut mi et, ultrices hendrerit enim. Curabitur vel imperdiet magna. Close modal Aliquam enim metus, commodo sit amet mollis eget, congue quis magna. Mauris...
