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Articles tagged "user" returned 230 results.
Page 19 of 23
Configure Xero integration
...tick box next to it. This allows users to select live products from Xero when creating Quotes in Gold-Vision. Close modal Batched Modules Close modal Choose which batched modules pushbacks...
Using Loqate Address Lookup
...up for a Loqate account. This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with flexible payment options. How to use...
Install QuickBooks Online integration
...Insert your username and password and sign in Select the QuickBooks Online Company you want to integrate with: Close modal And click Connect Close modal Once you have connected your...
Using the Microsoft Dynamics NAV Integration
...below the Gold-Vision Account is pushed to Dynamics Customer if the Navision Customer checkbox it ticked: Close modal Once the Gold-Vision Accounts is saved users can find the Customer in...
Configuring the Lead Forensics Integration
...Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision. Enable Lead Forensics Integration 1. To enable the integration you must...
Managing your Sage 50 integration
...run by a Sage user manually to process jobs and synchronise data between Gold-Vision to SAGE on a basis that suits them. The tool is usually installed on your Sage...
Using Office 365 Contact Synchronization
...you cannot see it as a user. Against your contacts you will see a column which shows the contact is either synchronized or not via a tick or cross. Tip:...
Import Contacts from Office 365 into Gold-Vision
...your access to “Sync Contacts” against your user. Contacts can be imported from Office 365 either in bulk or for an individual account. Import Contacts from Office 365 for a...
Adobe Sign Integration Overview
...turn open it on any device and sign! Track and manage – Create, send, sign and store all documents in a central location which can be accessed by your users...
Google Analytics Integration Overview
...to future email shots. Give your leads and customers what they want – With the ability to view how many users clicked on a specific link, and more importantly which...
