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Articles tagged "Getting started with Gold-Vision 8" returned 418 results.

Page 19 of 42

User Language Labels

Gold-Vision can be used in languages other than English. Adding a New Language in Gold-Vision In the User Language Labels area of the Settings area you can import labels for...

Book a Webinar

...customers can participate, therefore a standard Gold-Vision set up will be used, which may be different to your specific Gold-Vision configuration. Gold-Vision Webinars are free of charge to Gold-Vision customers....

ZoomInfo Integration Overview

...to create new Gold-Vision Accounts, Contacts and Leads by coping the URL from ZoomInfo. Benefits of using the ZoomInfo Integration Saves time – Simply paste the URL directly into Gold-Vision...

Workspaces Overview

Log in to Gold-Vision Marketing to access your Workspace. Most users will have one workspace which is linked to their Gold-Vision CRM; but if the organisation that you work for...

Calling the API with IdentityModel

...extension method: // Call api var client = new HttpClient(); client.SetBearerToken(tokenResponse.AccessToken); var response = await client.GetAsync("https://your.gold-vision.com/api"); if (!response.IsSuccessStatusCode) { Console.WriteLine(response.StatusCode); } else { var content = await response.Content.ReadAsStringAsync(); Console.WriteLine(JArray.Parse(content)); }...

How to create a drag & drop template

...within them. Settings: The Settings tab allows you to edit the overall structure of your email template, with options including content width, background colour and default fonts. Close modal Across...

Report, Calendar, Map and Flows view

Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required.   Close modal List...

Calendar Synchronisation

Calendar Synchronisation allows appointments created in Gold-Vision to be synchronised with an external calendar system and for appointments created in an external calendar system to be brought synchronised into Gold-Vision....

Install QuickBooks Online integration

To enable the QuickBooks Online integration for your Gold-Vision system please contact us on support@gold-vision.com Install QuickBooks Online Integration Go to Integrations Storefront and click on Integrations Close modal From...

Sales Reports

Gold-Vision has built-in reporting which makes creating reports, charts and home pages simple for your sales reporting. Create Sales Reports Within various lists in the system you can create reports...