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Articles tagged "service_account" returned 212 results.
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Document alerting
...notice a new section of alerting called ‘Document alert’. To set-up an alert to trigger based off document production, select ‘document alert’ and ‘Select Account’. Next you will need to...
Importing your Leads
...from the csv file (Column Name) to the Gold-Vision Object eg Account and the relevant field. Close modal Click Next and enter a name for import and for the Object...
SMTP Settings
...an Administrators you can access the SMTP Settings within the Settings area. Close modal Google and Gmail Accounts For these type of mailboxes you will need to use the App...
Touch Point Alert
Create an Alert based on a Touch Point score for Account, Contacts or Leads. Example: when a Touch Point score raises over a certain value alert the owner so they...
Financial Entities
...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....
Support and assistance
...on your integration there may be a requirement for your instance to be covered by ‘Club Support’. For further information, please contact your account manager to discuss your specific needs....
Meta Data
...is simple just send a Get request along with you object type and away you go. Below you can find an example of what that request could look like: https://YOUR-GOLD-VISION-URL.com/aster/accounts/meta...
Requesting Access
...use of the API is subject to a successful application which can be found here and confirmation of the Acceptable Usage Policy. Please contact your account manager for further information....
Using Google Mapping
...radius of a location click the Pipe Icon below the Postcode column, enter a postcode and the range then click Filter, the list will display the account whiting that mile...
Configure Dynamics NAV Integration
...can define the action by which an account of quote is pushed into Dynamics NAV Close modal Edit Frequency & Retrieval Period Define the amount of historical data you would...
