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Articles tagged "service_account" returned 212 results.
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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...
Managing Appointments
...Actions Close modal Re-Assign an Appointment to another Account – when in Edit mode change the Account. Delete an Appointment this will delete the Appointment from Gold-Vision and from your...
Create a ‘Cherry Picked’ source
...Contacts or Accounts to the source from either the Action menu on the Campaign Source: Close modal Or by clicking on the Add Accounts or Add Contact options in the...
Campaign stage types
...account manager for each recipient. These activities can be viewed against each Account/Contact record, in the main activities list, and against the stage: Close modal Info Each recipient will need...
Configuring LiveChat Integration
...Mappings Close modal You can set this for Accounts and Contacts as well as for Leads by searching for Display Mapping in the Settings area. Close modal Accounts and Contacts...
