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Articles tagged "user" returned 230 results.
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Sage 50 Integration Overview
...CRM and Accounting systems are often purchased and run separately within businesses. By integrating both systems, users are provided with a complete view of your customers from within Gold-Vision. Our...
Xero Integration Overview
...CRM Xero is an Accounting System typically used in small-medium sized businesses. CRM and Accounting systems are often purchased and run separately within businesses. By integrating both systems, users are...
The Home Page
...Click on any Appointment to open it. Notice Board Any notes that your users have chosen to share with all users via the Notice Board are shown at the bottom...
Introduction to e-mail Campaigns
Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your...
Introduction to e-mail Campaigns
Who is it aimed at? All Gold-Vision users, specifically marketing users. What does it cover? Learn how to segment your data and create campaign sources and add recipients to your...
Critical Fields
...critical filed has been removed from an item? Item saves will be unaffected, the item screen will display a warning banner prompting users to ask their administrator to check the...
Downloading the Data Import Tool
...as current user’ and add your Gold-Vision Username and Password → Click Connect. Tip Please use your own Gold-Vision address found in the Lead Management section of the Administration Console,...
Product Settings
...if commissions are involved. Allow list price changes for non-admin Yes – This allows users to change the list price prior to discount. No – only the price after discount...
Configuring Google Mapping
Set Up Google Mapping is available as an add-on module on a subscription basis. Access can be enabled for each user individually. The starting subscription includes a monthly allowance of...
Tasks Overview
...Page or it can be a standalone task. Info See User Management for more information on adding Users. Info Visit General Navigation for more information on Searching and Sort options....
