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Articles tagged "access" returned 150 results.
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Using your Sage 50 Integration
...and credit memos, is pushed in Gold-Vision against Account sections/ pages Data can be accessed in Gold-Vision in two ways, either from the top level View menu, or against individual...
Managing your Sage 50 integration
Once you have access to your integration, you can manage it as follows: Configure the integration Go to Settings are and search for Integration Mappings: Close modal And select Sage...
Import Contacts from Office 365 into Gold-Vision
...your access to “Sync Contacts” against your user. Contacts can be imported from Office 365 either in bulk or for an individual account. Import Contacts from Office 365 for a...
Gmail Integration Overview
Close modal Gold-Vision’s integration with Gmail allows you to link your emails and calendar with your CRM system so you have access to everything, in one place. Gmail...
QuickBooks Online Integration Overview
...Draft Invoice: Close modal Key Benefits of our QuickBooks Online Integration Faster access to crucial information – your users can see information such as customer balances and sales transaction history...
Sage 200 Integration Overview
...created in Gold-Vision can be sent through to Sage as Sales Order or Invoice. Faster access to crucial information – your users can see information such as customer balances and...
Sage 50 Integration Overview
...Customer integration Close modal Sales Process Close modal Key Benefits of our Sage 50 Integration Faster access to crucial information – your users can see information such as customer balances...
Xero Integration Overview
...use the integration to streamline business processes Customer Integration Close modal Sales Process Close modal Key Benefits of our Xero Integration Faster access to crucial information – your users can...
Create a Delegate List
...Export format as Attendees Tip From the Actions Menu you can pin the Delegates list to a Home Page or a Menu so that your team can access it easily...
Configure Secure Fields
...stored in the database with encryption so that the data cannot be viewed if inappropriate database access were to occur. Add a Secure Field To add a new Secure Field,...
