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Default Language
...into Gold-Vision. Close modal User Language Selection In My User Preferences of the Settings area you can select your own preferred language, culture, time zone and default currency. Close modal...
Short Codes
...record in an Item a unique identifier. This identifier will remain throughout it’s lifetime, no matter what changes are made to the record. The short code automatically generated will be...
User Mail Tracking Setup with Basic Authentication
...(Optional) Facilitates multiple mail tracking processes. Please contact us if you require more information. Tip Tip: If the Web Service Username or Password is changed at any time, all user...
Marketing Settings
...modal Overall Limit allows you to set a limit on the number of emails a contact receives in a given time period. This overall limit can be left blank or...
Mail Tracking & Calendar Troubleshooting
...tracker processes it. If the scanned date is a long time ago it suggests a connection or service issue. If the scanned date is recent it suggests mail scanning is...
Configuring Custom Integrations
...correct data in both systems automatically and in real-time Setting up a Custom Integration If you are interested in setting up an Custom Integration for your business, please contact our...
Configuring the Eventbrite Integration
...the Booking Contact will be added four times as an Attendee. Unknown Attendee Account Creation New Attendees will be linked to the relevant Gold-Vision Account by first matching their email...
Using the Generic Phone Integration
...from: From most Lists On item Screens From the To Do Close modal Call Record History Gold-Vision records a list of numbers dialled from within the product. Each time you...
Using your Sage 200 integration
...You will build a Gold-Vision quote using standard Gold-Vision functionality. If you have a multi-company Sage integration, you will also need to select the financial entity at the time of...
Configuring the Lead Forensics Integration
Overview Lead Forensics is a software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time. You can filter this data into...
