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Articles tagged "configuration" returned 31 results.

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Portal Overview

...delivery. Prerequisites Gold-Vision Version 2021.05.1348 Install & Configuration needs to be completed by an Administrator User Valid license key and Portal subscription For On-Premise Gold-Vision installations, configure the API File...

Using your Sage 50 Integration

Send a Gold-Vision account to SAGE Pushing a Gold-Vision Account to Sage is based on the alert conditions which have been defined in the Configuration, click here to find out...

Gold-Vision On-Premise Technical Requirements

...and product functionality may vary based on your system configuration and operating system. Application Server – Windows Requirements Recommended* 10-50 Users 51-100 Users 100+ Users  Operating System Windows Server Standard...

Data bridge import

...maintenance. Close modal Scope One-to-one exploration review with one of our Data Bridge experts, to ensure the Configuration matches your requirements. Our Consultants will ensure the integrity of your Gold-Vision...

Connecting to your ZoomInfo Account

...Close modal Tip Create a ZoomInfo Private Key Before proceeding with Gold-Vision configuration Settings you will need to generate a ZoomInfo Private Key. To do this: Login to the ZoomInfo...

Gold-Vision 8 Upgrade Planning

...to assist with updating your system setup involving configuration changes or user training is not included as part of your standard support but we are very happy to plan this...

Using the Xero Integration

...pushed from Gold-Vision can be seen on the Contact record in Xero: Close modal Push a Gold-Vision Quote to a Xero Draft Invoice Based on the configuration alerts setup for...

Configuring Gmail Mail Tracking with Basic Authentication

...Configuring your Gmail Integration Navigate to the Users Settings page to begin the configuration Settings (cog icon) → Users → Select the User → Click ‘Actions’ → Click on ‘Mail...

Managing your Sage 200 Integration

The Gold-Vision to Sage 200 integration is designed to run automatically and therefore the integration itself has little administrative overhead. The configuration of Gold-Vision alerts and frequency of jobs processing,...

Configuring the Eventbrite Integration

...modal Eventbrite Integration Configuration Once the integration has been enabled on your Gold-Vision Instance go to Settings and select Eventbrite Settings: Follow the instructions below and choose the appropriate settings...