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Articles tagged "Name" returned 146 results.
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Using the QuickBooks Online integration
...in QuickBooks Online. Information such as Company name, Business Address and telephone number will be sent from Gold-Vision. Info The mapping applied from Gold-Vision to QuickBooks Online will depend on...
Configuring LiveChat Integration
...in the database. Gold-Link credentials – enter your URL, address, username and password for Gold-Link. LiveChat credentials – find these in your LiveChat Agent Profile > Edit > For Developers....
Using LiveChat Integration
...and Company Name. Close modal Note: If the email address has not been found in Gold-Vision, there is the option to create a new Contact or a new Lead. Once...
Configuring Gmail Mail Tracking with Basic Authentication
...Tracking Settings’ Close modal Enter the following values in the fields shown: Type: ‘IMAP v2’, Host Address: imap.gmail.com Mailbox Username/Alias: User’s Gmail email address Mailbox Password: User’s Gmail password Use...
Managing your Sage 50 integration
...Close modal 2. Click Next, select the Existing Company Name then click OK Close modal 3. Select which modules you want the tool to run for you. Items on the...
Loqate Address Lookup Integration Overview
...with leading cleansing and enhancing technology to display only the most relevant results. Lookup any part of an address (from within Gold-Vision) – even just a company name – and...
Microsoft SharePoint Online Integration Overview
...Users can directly access the documents in Sharepoint Online to view, download, or edit them by simply clicking on the file name in Gold-Vision. Template generation – Gold-Vision template documents...
What’s New in Gold-Vision 8
...for quickly and efficiently. Adapt screens to fit the way your users like to work with in-line editing, resizing columns, adding/removing columns, and multi-select filtering to name a few. Our...
Settings, View & Publish
...can amend the Space name. Description – you can amend the Space Description Access – make the space visible to the contacts associated with the roles. Click on the Save...
Configure Activity Page
...Title – enter the Page Title that will appear at the beginning of the page New Item Button Label – the name of the button your users will see when...
