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Articles tagged "count" returned 195 results.
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Discounts, Price Lists, Financial Entities
...% Price Lists Price lists allow you to provide specific pricing for an account. A price list can be set up to provide a percentage discount for an account e.g....
Import types
...Note summary or ID. Account Importing accounts only Account name, reference (plus postcode if required). Contact Adding contacts to existing accounts, based on a match to account information. Account name...
How to Set up the App Password for Google / Gmail Accounts
...From the Google Account, select the account Icon (top right-hand-side) Select Manage your Google Account, then Security, then Signing in to Google section Ensure 2SV is set up and turned...
Configuring the Eventbrite Integration
...address, and then their domain. If a matching Account is not found in Gold-Vision, an “Unknown Attendee Account” will be created, and the new Contact placed under that Account. You...
Integrations Pricing
...Web Forms Details Price / month Portal Single Account Access Portal Subscription – Single Account Access Cloud Customer 5-9 Users Up to 250 Contacts/ Logins One Portal Space with Account...
Using Contact records
...a Contact record In Edit mode change the Account details field to correspond with the new Account record and click Save: Close modal Option 1 Search for an Account that...
Mail Tracking & Calendar Troubleshooting
...to impersonate the requested user Service Account user doesn’t have the correct permissions setup. Click here to find out how to setup Service Account Permissions. If the Service Account credentials have been...
Using your Sage 50 Integration
...change is saved, the integration will push the account through to SAGE. The Sage ID will automatically be populated against the Gold-Vision account. Close modal Account data pushed from Gold-Vision...
Configuring Gmail Calendar Synchronisation – Basic Authentication
...modal Close modal Setup the Service Account and generate Private Key Navigate to ‘Credentials’ → Create Credentials → Click on Service Account Key → enter GoldVision in the Service Account...
Using your Sage 200 integration
Send a Gold-Vision account to SAGE You can configure the alert conditions that trigger when an account is pushed into SAGE. In the example below, there is an alert that...
