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Articles tagged "service_account" returned 216 results.
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Preparing your Lead Data
...or all of: An Account (Company) record A Contact Record An Opportunity e.g. a sales opportunity An Account Activity e.g. a follow up call A Project associated with the Company...
Configuring the SharePoint Online Integration
...a Document Storage section is present on the Account screen design (see above for how to do this) Open the New menu Select New Account Enter a Name and Save...
Configuring DocuSign Integration
...able to tick the Enable box, click Save, then the integration should be live: Close modal Enable two factor authentication Enabling this may incur additional charges against your DocuSign account...
Linking Items
...another or another Account in Gold-Vision might be a Head office and other Accounts might be Regional Offices. Links can be created from all Gold-Vision records using the Link icon....
Configure Xero integration
...you can define the action by which an Gold-Vision Account or Quote is pushed into Xero. Click Edit Alert choose the Alert Condition then set the Alert Action for both...
Gmail Integration Overview
...update your accounts with any sent or received communications or new appointments, linking the relevant files to the associated Accounts/Contacts. 3 Key Benefits of our Gmail Integration Correspondence tracking –...
Engagement Overview
...Engagement scores offer insights against Accounts, Contacts & Leads. List View – You will be able to view the Engagement History and Trend on your Account, Contact & Lead lists....
Preparing your data
...If you are doing an Accounts and Contacts import you will need to ensure that all the Accounts have a match key (eg Account name and postcode) and all the...
Filtering
...filter to get Accounts where the account was created yesterday: https://YOUR-GOLD-VISION-URL/aster/accounts?filters=createdDate=[yesterday] We also support logical operators on our filters such as: =<: A value lower than e.g. createdDate=<2020-07-02 =>: A...
Mail Tracking
...Gold-Vision where no contact exists Email domains are entered on the Account Details screen: Close modal Info More than one email domain can be added for an Account by separating...
