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Articles tagged "service_account" returned 217 results.
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Creating a Project
...modal Option 2 – from the Account record From the Account record click on the Plus button, select Project Close modal Project Details Summary Is the name of your Project...
Creating Templates & Template Tags
...from any item that is linked to it (e.g. from a Quote, you can output field data from an Opportunity, Contact or Account) Ability to output a table of data...
Document Storage
...read and write to this location. Auto-Create Sub-Folders Check the box to auto-create subfolders for new items facility to create a sub-folder for an Account when the Account is created....
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
...need to edit your Adobe account holder name in account settings What happens next Adobe sign will send the document and when it’s signed, this updates the eSign section on...
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...
