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Articles tagged "using_contact_sync" returned 319 results.
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Creating & Using Notes
Notes can be created against any item within the Account and are used to record important Account related information. Create a Note Close modal Close modal Note Options Stick –...
Using stock templates in Connect
Accessing Connect To access Connect, click on the grid icon in Gold-Vision and select Connect: Close modal How to use stock templates Connect comes pre-loaded with a number of email...
Using the Generic Phone Integration
Introduction The Generic Phone integration allows users to dial numbers from directly within Gold-Vision by simply clicking on them. The Generic Phone integration is intended to be used with HTTP-based...
Using SharePoint Online Integration
Introduction Gold-Vision document storage allows users to view and store documents in an external repository. The Sharepoint Online integration allows for your Gold-Vision documents to be stored in a Sharepoint...
Using the Microsoft Dynamics NAV Integration
Push a Gold-Vision Account to Dynamics NAV You can define the trigger by which an account can be sent to Dynamics NAV as a Customer or Vendor. In the example...
Using the Exchequer Integration
Send a Gold-Vision Account to Exchequer You can define the trigger by which an account can be sent to Exchequer as a Customer or Supplier. It could be driven by...
Using your Sage 50 Integration
Send a Gold-Vision account to SAGE Pushing a Gold-Vision Account to Sage is based on the alert conditions which have been defined in the Configuration, click here to find out...
Using Gold-Vision
...requests are logged with our support team and you will receive a response shortly. Raise a ticket Contact the Support Team Chat online, send us an email or give us...
Using Secure Notes
Introduction to Secure notes The Secure Notes feature allows a user to create a note with an additional layer of security. The body of the note is recorded in the...
Using Projects in Gold-Vision
Who is it aimed at? Users managing Projects and Activities in Gold-Vision. What does it cover? We will cover how to create and manage Projects & Activities in Gold-Vision along...
