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Articles tagged "import-type" returned 187 results.
Page 12 of 19
Lead Management Settings
Lead Management Settings allows you to set, for example, how imported data is displayed and who can create call backs for a Lead (either only the Owner, or anyone). Close...
Email receipt Alert
...if subject matches Activity ref Action: Link by email subject reference Close modal Tip Tip: Set up Email receipt alerts for your key contacts so you don’t miss important communication....
Mail Tracking Settings
...in the “domain.com” domain. Internal Email Domains Internal email domains format = domain.com multiple can be comma separated. This is important to prevent tracking of internal mail. Mail Forms Information Associates a...
Product Groups
Gold-Vision has the ability to manage your Product database which can be used for quoting purposes. Products can either be imported or manually created. Info Products can be collated into...
Products
Products can be created in Gold-Vision either by importing your product details or creating them manually in the Settings area under Products. Info You will need to have created your...
Using the Exchequer Integration
...configured to capture the information required for a sales order. Your Exchequer products are imported into Gold-Vision for selection against your quote. 1. Create your Gold-Vision Quote 2. Add the...
Managing your Sage 50 integration
...or invoices do not simply arrive in their system. Close modal 4. Choose the jobs from the jobs list and click Next. The import process will the start. Close modal...
Enabling 365 Contact Synchronisation
...Gold-Vision to your individual O365 account or enable import of Contacts from O365. Enabling Contact Synchronisation Your Gold-Vision Administrator will need to complete the setup to activate the O365 synchronise...
Adobe Sign Integration Overview
...a simple online sign-off process for all your important customer interactions and deliver a quality customer experience. Adobe sign integration allows you to send PDF documents directly from Gold-Vision and...
