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Articles tagged "user-defined" returned 242 results.
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Default Language
...into Gold-Vision. Close modal User Language Selection In My User Preferences of the Settings area you can select your own preferred language, culture, time zone and default currency. Close modal...
Preparing your data
...assist with Excel functions which can be run over your data. Account Managers / Users Ensure that if you have names of Sales people or internal users who own the...
Licence Settings
...such as Mapping, you have the option to Register users Gold-Vision. Info If your license is invalid you may have more users enabled than the licence permits. In this case...
Microsoft Dynamics NAV Integration Overview
...of customer financial data. However, by integrating both systems, users are provided with a complete view of their customers – all within your Gold-Vision instance Real-time information at your fingertips...
QuickBooks Online Integration Overview
Close modal Integrating QuickBooks Online with Gold-Vision CRM will enable your users to see vital information with ease, such as customer balances, sales transactions, estimates, and invoices. This is thanks...
Sage 200 Integration Overview
...tool intended for small and medium-sized businesses. CRM and Accounting systems are often purchased and run separately within businesses. But, by integrating both systems, users are provided with a complete...
Configuring Modern Authentication for Gmail
Pre-Requisites Users must be using GSuite including Gmail business email. GSuite must be setup with a company domain. The GSuite user must be an administrator in order to create a...
Manage Dashboards
...Close modal You can edit the Dashboard Name and Share options. You can also set access to dashboards for different teams and users. Info Click for more information sharing...
Creating Accounts & Contacts
...from the following options: Public – all users have access. Team – the Account Manager, other team members, the assigned manager, executives and/or administer groups have access. Private – can...
Using Bulk Replace
Sometimes you might need to update a list of records with the same information, for example, change Account Manager from one user to another user. You can use Bulk Replace...
