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Articles tagged "service_account" returned 212 results.
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Short Codes
...based on the Gold-Vision object. The code will take the first 3 letters of the Gold-Vision object within the prefix. For example account ACC- 3280 contacts CON-187 opportunities OPP-2202. For...
User Configuration
...Users area. Close modal You can then create the new user, the following key fields are required:-. Core info – First name, last name, email address, NT Account, team and...
Setup GDPR In Gold Vision
...Privacy Rule. Close modal The rule types available are: Close modal Account Rule This allows you to apply a purpose to Contacts based on the account type (relationship). Select the...
Using DocuSign Integration
...and the file will be saved in your eSign document area Tip Tip: if you need to change the sender details, you will need to edit your Adobe account holder...
Managing your Exchequer Integration
...is pushed/pulled between Gold-Vision and Exchequer Close modal Field Mappings Green fields can be mapped between systems Gold-Vision Account to Exchequer Customer/Supplier Close modal Close modal Exchequer Customer/Supplier to Gold-Vision...
Adobe Sign Integration Overview
...will need an Adobe Sign account, if you are new to Adobe Sign, sign up here. To Setup the Adobe Sign Integration simply follow the instruction on the Configuring the...
DocuSign Integration Overview
...that you have everything at your fingertips, with all of your files in one secure location. Setting up the DocuSign Integration You will need an DocuSign account, if you are...
Eventbrite Integration Overview
...completed before, during, and after the event. Setting up the Eventbrite Integration To begin the setup your will need an Eventbrite account, if you are new to Eventbrite, sign up...
Create An Event
...select a site on Gold-Vision for the Event Location. You may hold Events on behalf of or for an Account on your Gold-Vision database if this is the case the...
Enable Portal Access
Contact Screen Design Access to the Portal is enabled via the Contact record in Gold-Vision. The Administrator user needs to add the Portal Section to the Contact record screen in...
