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Articles tagged "users" returned 177 results.
Page 14 of 18
Currencies
...select Foreign Currencies from the Admin area. Close modal Local Currency Value Currencies can also be used to display Quote or Opportunity values in the users local currency. To set...
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...
Configure Xero integration
...tick box next to it. This allows users to select live products from Xero when creating Quotes in Gold-Vision. Close modal Batched Modules Close modal Choose which batched modules pushbacks...
Configuring the Eventbrite Integration
...allow users to choose where the information from Eventbrite is brought to Gold-Vision Go to Settings are then select Integrations Mappings then choose Eventbrite Integration Close modal The mappings available...
Using Loqate Address Lookup
...up for a Loqate account. This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with flexible payment options. How to use...
Configuring Google Mapping
...number of credits required. For more information on subscription options and how to install Google Mapping Integration please contact us on sales@gold-vision.com. Enable Access Users who need access to...
Using the Microsoft Dynamics NAV Integration
...below the Gold-Vision Account is pushed to Dynamics Customer if the Navision Customer checkbox it ticked: Close modal Once the Gold-Vision Accounts is saved users can find the Customer in...
Configuring LiveChat Integration
...“Target URL”. Select “Add a Webhook” button. Close modal Setting Group Defaults When a LiveChat is initiated users will have the option to create new items in Gold-Vision. This is...
Configuring the Lead Forensics Integration
...Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision. Enable Lead Forensics Integration 1. To enable the integration you must...
Adobe Sign Integration Overview
...turn open it on any device and sign! Track and manage – Create, send, sign and store all documents in a central location which can be accessed by your users...
