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Articles tagged "item-report" returned 188 results.
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Note Alerts
This type of alert allows you to notify external and internal parties when a note is added to a particular item and/or where specific conditions are true. An alert appears...
Recent Event Settings
...logs. Close modal Info To view recent events you will need to add them to the Screen Designer for an item by adding a Recent Events List Section. Close modal...
Configuring Loqate Address Lookup
Overview The Loqate integration is quick and easy to setup and enables users to search for and validate addresses directly from within the product when creating or editing items. In...
Using the Microsoft Dynamics NAV Integration
...NAV Transaction History List This list will display items such as quotes, sales orders, invoices and credit memos for an account. Close modal 3. Dynamics NAV Transaction History Line List...
Using the Exchequer Integration
...against the Gold-Vision Account Close modal 2. Lists against the Gold-Vision Account Close modal 3. Exchequer Transaction History List This list will display items such as invoices and credit memo’s...
Adobe Sign Integration Overview
...allows the recipient to sign them electronically. The signed documents will then automatically get saved in Gold-Vision. Documents can be created and sent from any item in Gold-Vision that has...
Google Mapping Integration Overview
...in one period of time and create the most efficient route plan. Map view – Any geocoded items within your Gold-Vision instance can be viewed on a map, with visual...
Create An Event
Close modal Create An Event Use the New Item menu to create a new Event. Complete the relevant fields and save. Close modal Event Details There are some fields which...
Configure Secure Fields
...Close modal In the part of the screen you wish to add the secure field, click the ‘Create New Field’ button. Close modal Select the ‘Secure’ item type from the...
Using Secure Notes
...read by specific users or teams. Creating A Secure Note To create a secure note, firstly create a new note against the item. Close modal In the note window, select...
