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Articles tagged "count" returned 195 results.
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Introduction to Time
...are available in the following areas: Account Account Activity Contact Activity Opportunity Opportunity Activity Project Project Activity Time Features Time feature has been designed to also allow users to record...
Creating Templates & Template Tags
...from any item that is linked to it (e.g. from a Quote, you can output field data from an Opportunity, Contact or Account) Ability to output a table of data...
Document Storage
...read and write to this location. Auto-Create Sub-Folders Check the box to auto-create subfolders for new items facility to create a sub-folder for an Account when the Account is created....
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...
User Configuration
...Users area. Close modal You can then create the new user, the following key fields are required:-. Core info – First name, last name, email address, NT Account, team and...
Preparing your data
...assist with Excel functions which can be run over your data. Account Managers / Users Ensure that if you have names of Sales people or internal users who own the...
Setup GDPR In Gold Vision
...Privacy Rule. Close modal The rule types available are: Close modal Account Rule This allows you to apply a purpose to Contacts based on the account type (relationship). Select the...
Filtering
Gold-Vision API also supports filtering when performing requests, the below example shows applying a filter on a GET request for an Account. Within our example we use a created date...
Managing your Exchequer Integration
...is pushed/pulled between Gold-Vision and Exchequer Close modal Field Mappings Green fields can be mapped between systems Gold-Vision Account to Exchequer Customer/Supplier Close modal Close modal Exchequer Customer/Supplier to Gold-Vision...
Adobe Sign Integration Overview
...will need an Adobe Sign account, if you are new to Adobe Sign, sign up here. To Setup the Adobe Sign Integration simply follow the instruction on the Configuring the...
