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Articles tagged "time" returned 120 results.
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Configuring the Eventbrite Integration
...the Booking Contact will be added four times as an Attendee. Unknown Attendee Account Creation New Attendees will be linked to the relevant Gold-Vision Account by first matching their email...
Using the Generic Phone Integration
...from: From most Lists On item Screens From the To Do Close modal Call Record History Gold-Vision records a list of numbers dialled from within the product. Each time you...
Using your Sage 200 integration
...You will build a Gold-Vision quote using standard Gold-Vision functionality. If you have a multi-company Sage integration, you will also need to select the financial entity at the time of...
Configuring the Lead Forensics Integration
Overview Lead Forensics is a software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time. You can filter this data into...
Configuring Gmail Mail Tracking with Basic Authentication
...to switch back and forth between multiple screens and devices. This integration will automatically track and store your emails and calendar appointments into Gold-Vision from any device, at any time....
Using your Sage 50 Integration
...also need to select the financial entity at the time of creating the Quote. You can have different alert criteria to trigger items being pushed into Sage. In the example...
Import Contacts from Office 365 into Gold-Vision
...limited to a view of 100 contacts at a time, if you wish to see more contacts select the ‘load more contacts’ option on your screen. Contacts with matches Use...
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...
LiveChat Integration Overview
...have the option to add them. Save time with function shortcuts – If a visitor is listed within your Gold-Vision instance you can choose to create items against their contact...
Office 365 Contact Sync Integration Overview
...views to filter your contacts within Gold-Vision. Save time – You can sync, or unsync, up to 50 contacts at once using the multi-select tool. Import option – As well...
