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Articles tagged "data" returned 184 results.
Page 15 of 19
Requesting Access
The Gold-Vision API provides a full restful interface by which data integration to Gold-Vision CRM can be achieved. Access to use of the API is subject to a successful application...
Using the QuickBooks Online integration
...the specific quote. 5. Viewing Quickbooks Online Financial data in Gold-Vision Transaction History To view Transaction History in Gold-Vision access the Account and go to the Transaction History Section. Here...
Configuring DocuSign Integration
...code based on the Address Preference field. Close modal Create eSign Document template Setup a Gold-Vision template which may contain Gold-Vision “tags”, which are substituted with the corresponding item data...
Using Google Mapping
Introduction Gold-Vision’s Google Maps integration allows users to visualise their CRM data in an entirely new way. Customer, supplier and prospect records can now be displayed through an interactive map...
Using the Microsoft Dynamics NAV Integration
...Viewing Dynamics NAV Financial data in Gold-Vision Financial information is pushed into Gold-Vision from Dynamics NAV in the following formats: 1. Fields against the Gold-Vision Account Close modal 2. Dynamics...
Import Contacts from Office 365 into Gold-Vision
...Contacts to select or view. Close modal You can also use the General Search to filter your data for Import Contacts Close modal All Contacts The All contacts view is...
Eventbrite Integration Overview
...focus on other tasks. 4 Key Benefits of our Eventbrite Integration Automation – Eventbrite feeds into your Gold-Visions CRM system to reduce the amount of manual processes. Data and information...
Exchequer Integration Overview
...customer data such as addresses and quote/order information. Reduce user access to Exchequer – If your users can access the information they need within Gold-Vision there is a lesser requirement...
