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Articles tagged "portal_integration" returned 123 results.
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Additional Fields
Gold-Vision additional fields can also be used alongside the API, you have options available to you for use depending on the integration you want to achieve. Additional fields can be...
Configuring Google Mapping
...number of credits required. For more information on subscription options and how to install Google Mapping Integration please contact us on sales@gold-vision.com. Enable Access Users who need access to...
Using Google Mapping
Introduction Gold-Vision’s Google Maps integration allows users to visualise their CRM data in an entirely new way. Customer, supplier and prospect records can now be displayed through an interactive map...
Using Lead Forensics Data
Overview Once you have setup the integration, the data feeds into the Touch Points list in Gold-Vision. You can access this list as below : Close modal The Touch Points...
Getting Started
...example, the ability to click on an email address to open Outlook to send an email or, if you have our phone integration, the ability to click on a number...
Data Bridge
...Data Bridge integration is supported by our Customer Support experts who can assist with any Data Bridge queries or errors you might encounter along the way. Do you have...
Design your screens & lists
Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....
The Basics Part Two
Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....
Introduction to Sales
Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....
Screen & List Design
Who is it aimed at? Gold-Vision Administrators and Managers. What does it cover? How to customise and configure your screens and lists in Gold-Vision 8....
