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Articles tagged "pre-defined" returned 171 results.
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Office 365 Contact Synchronisation with Gold Vision
...present in Office 365 against a contact can be synced over into Gold-Vision: Name (includes first name and last name) Email Address Mobile Number Site where they are located Postcode...
Currencies
...this up, the user can navigate to My User Preferences in the Administration area. Here, the user can set their default currency to any of the of the existing currency...
Report Settings
...Reports Custom Reports can be used to add custom RDL reports to the Gold-Vision Reports list. To prevent Gold-Vision from using a Shared SRS Connection when running the report uncheck...
Configuring Custom Integrations
...different mission-critical data and procedures. No matter your requirements, our software development experts will find a solution. Our Special Projects team have previously built integrations that facilitate: Automatic text-message sending...
Configuring the Generic Phone Integration
...for making a call that is pre-authenticated to the current user. Overview There are five steps involved in setting up a Generic Phone integration, summarised below. Enabling the Generic Phone...
Using your Sage 200 integration
...modules described previously are multi-company compatible. This means a single instance of Gold-Vision can integrate with multiple Sage 200 companies/datasets. For example, a single Gold-Vision account can exist in multiple...
Using the QuickBooks Online integration
1. Gold-Vision Account to Quickbooks Online Customer Based on the specific Alerts pre-configured, Gold-Vision Accounts can be pushed to QuickBooks Online Customers using different methods: In the example below the...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...You will also be presented with the Private Key password (Copy and store in a safe location) Close modal Obtain the Service Account Username After you have created the service...
Using Office 365 Contact Synchronization
...“Sync With O365” button to synchronise. Close modal Close modal Data that can by synced from Office 365 The following data that is present in Office 365 against a contact...
