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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
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Requesting an access token
...will have been provided following a successful api usage application: Authentication server https://uk.gold-vision.me/connect/token Client ID Acquired from Gold-Vision Client Secret Acquired from Gold-Vision Scope goldvisionapi The “goldvisionapi” scope...
Service Status
UK & Europe Gold-Vision Hosted Service is up and running Last updated 27/01/2024 08:35 Planned Outage for Essential Maintenance: All systems will receive automated security patching from midnight to...
Introduction to Sites
Close modal What are Sites? Sites have been introduced as standard functionality in Gold-Vision to offer the ability to use and assign multiple addresses to different Gold-Vision items like: Account...
Using Sites
Assign a Site to Gold-Vision records Sites can be assigned to different Gold-Vision Records. As default Gold-Vision will assign the Primary Site to all new records. Users can then choose...
Viewing and Uploading Documents
View Documents in Global List Go to View and click on Search Documents, the list of all documents from Gold-Vision will then be displayed Close modal View Documents Against Records...
Your Gold-Vision API
OpenAPI Specification v2 documentation for your API instance is available at: https://YOUR-GOLD-VISION-URL/api Close modal...
How to create and manage Gold-Vision Opportunities
How to create and manage Gold-Vision Opportunities...
Building your Template
...upon your subscription to Gold-Vision Marketing, you may have setup Merge Fields to use within your brand(s). Close modal Info See Merge Fields in the Brand section for more information...
Configure Alerts Introduction
Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions...
Creating & Editing Sites
...within a Site record, this will update the Site Addresses for all Gold-Vision records where this Site has been selected Viewing Sites Globally Sites can be viewed from the Main...
